coda searchstaffingMundelein, IL
Client Solutions and Portfolio Analytics
Client Solutions and Portfolio Analytics
Client Solutions and Portfolio Analytics
coda searchstaffingMundelein, IL
3 days ago
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
Apply for this role (opens in a new tab)Job Description:
Our client is a prominent, well respected Alternative Investment Firm based in NYC is currently seeking to add a talented Associate to their Investor Analytics Team. This individual will be working closely with Senior Management Team across several Team including but not limited to Sales, Marketing, Investor Relations, Technology, Product Development and Compliance.
Responsibilities:
- Work with clients' Sales and Marketing Teams, analyze, fund performance analytics for pitch decks, business development and marketing purposes
- Create reports that show case actual and forecast investment projections
- Complete investor quarterly presentation slides of portfolio performance, portfolio composition, market commentary, and investment activity.
- Review client quarterly Sales and Marketing reports to ensure accuracy and compliance
- Review RFP/DDQ and marketing related questionnaires for firm
- Work with all levels of team members across the organization to help ensure the integrity and consistency of Sales & Marketing data reported
- This role will be responsible for continuously enhancing the vision for client operations process to reflect evolving needs of firm clients
- Assist with ad-hoc analysis and presentation requests
- Maintain client relationship management database and providing reports to Directors on a regular basis
- 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
- Strong data/finance acumen
- 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, dead-line driven dynamic environment
- Innovative and creative thinker
- Must be detail oriented
Also on the board Same function, level within a rung
Level
Mid
Location
Mundelein, IL
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
3 days ago