coda searchstaffingMundelein, IL
Client Strategy & Investor Relations (Asset Management)
Client Strategy & Investor Relations (Asset Management)
Client Strategy & Investor Relations (Asset Management)
coda searchstaffingMundelein, IL
3 days ago
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)Job Description:
Our client is a prominent, well respected Midtown NYC Private Equity/Alternative Asset Management firm currently seeking to add a talented Analyst/Associate to their growing Client Strategy & Investor Relations team. Ideal candidate must be self-motivated, with superior verbal and written communication skills and a proven ability to work with institutional investors and handle complex investor based projects.
Responsibilities:
- This role will be responsible for continuously enhancing the vision for client operations process to reflect evolving needs of firm clients
- Manage and track the investor database and all inbound investor and fundraising requests
- Profile client base and prepare a strategic investor plan
- Review and analyze portfolio performance data, benchmark performance and risk statistics
- Review client quarterly reports to ensure accuracy and compliance
- In charge of investor communication for annual and quarterly reporting of fund track records
- Work with all levels of team members across the organization to help ensure the integrity and consistency of portfolio data reported across client reporting systems
- Identifying opportunities to enhance the strategic reporting platform by gathering and analyzing field feedback and collaborating with partners across the organization
- Provide various ad hoc data research and analysis as needed.
Desired Skills and Experience:
- Bachelor’s Degree with at least 2+ years of Financial Services/Private Equity Accounting/Finance or similar
- Proficiency in Microsoft Office, particularly Excel Modeling Formulas
- Technical knowledge, data analytics using CRMs (Salesforce), Excel, PowerPointOutstanding communication skills, proven ability to effectively work with all levels of Management
- Comfortable working in a fast-paced, deadline driven dynamic environment
- Innovative and creative thinker
- Must be detail oriented
Also on the board Same function, level within a rung
Level
Senior
Location
Mundelein, IL
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
3 days ago