{"id":1329175,"url":"https://alion.io/job/citic-clsa-alternative-sales-associate-sales","title":"Alternative Sales Associate, Sales","company":{"id":2026960,"name":"CITIC CLSA","domain":"clsa.com","url":"https://alion.io/company/clsa-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":91,"open_postings":228,"ghost_share":0.075,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":121,"computed_at":"2026-10-28T05:59:10Z"}},"role":"Sales","role_family":"Sales","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":80000,"max":125000,"currency":"USD","period":"year","gross":null,"usd_annual":125000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-01-21T00:00:00Z","employer_posted_date":"2026-01-21","last_verified_at":"2026-10-28T10:59:13Z","board_verified":true,"closed_at":null,"days_open":280,"trust":{"level":"ok","repost_count":0,"flags":["company_stale"],"days_open":280},"description":"Key Areas of Responsibilities\nMaintain a comprehensive CRM database of current and prospective LPs including detailed profiles of investment preferences, sector/geographic focus, interaction history.\nSegment investor base to align outreach strategies with LP interests and generate internal reports on pipeline progress.\nTrack outreach & fundraising pipeline stages, including recording meeting notes, follow-up actions and next steps to ensure continuity in investor engagement.\nPrepare and distribute quarterly and annual LP reports, portfolio updates and market insights.\nGather and synthesize investor sentiment; monitor competitor positioning and LP allocation trends; surface market intelligence to refine fundraising priorities, messaging, and materials.\nFrequent senior-stakeholder and institutional LP interaction.\nCoordinate investor communications such as update calls, webcasts, and AGMs.\nServe as the primary contact for LP inquiries and manage side letters and custom reporting in collaboration with finance & legal teams.\nSupport capital raising by identifying and engaging prospective LPs, coordinating roadshows & investor meetings and managing due diligence processes including data rooms and DDQs.\nOversee onboarding, subscription documentation and capital call communications in partnership with fund administrators.\nCreate and maintain investor-facing materials including pitch decks, PPMs, teasers, and performance summaries.\nPrepare tailored meeting briefs, agendas, and follow-ups, ensuring consistency, accuracy, and alignment with the firm’s brand and strategy.\nFoster long-term LP relationships through personalized engagement and support.\nPlan and execute investor events such as AGM, LP summits and advisory board meetings, including logistics, content development, and post-event follow-up.\nGather and relay investor sentiment and market intelligence to senior leadership.\nContribute to IR strategy development and monitor industry trends, competitor positioning and LP allocation behavior to inform internal messaging and fundraising strategy.\nLead ESG-related communications and reporting aligned with frameworks like UN PRI and GRI.\nEnsure investor materials and outreach comply with regulatory standards and coordinate with legal and compliance teams on updates.\nLeverage CRM platforms, investor portals, and digital tools (e.g. Webinars, virtual data rooms, analytics) to enhance investor experience, streamline reporting and personalize outreach.\nRequirements\nBachelor’s degree or above in Finance, Business, Economics or related field.\nMinimum 3 years of relevant experience in investor relations, fundraising or client-facing role within VC, PE or related alternatives.\nStrong grasp of fund metrics (IRR, TVPI, MOIC, NAV), financial reporting and investor communications.\nProficient in Excel, PowerPoint and CRM platforms (e.g. Salesforce, Dynamo).\nStrong project management skills.\nExperience across both VC and PE environments.\nKnowledge of ESG frameworks and digital investor engagement tools.\nStrategic mindset, global exposure and a continuous learning approach.\nExcellent verbal and written communication skills.\nLicensing: SIE and Series 7 and Series 66; if not held, must obtain within 90 days of hire.\nSalary Range\n$80,000-$125,000\nStay informed on CITIC CLSA Job Opportunities\nNot the right fit? 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