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Client Strategy & Investor Relations (Asset Management)

coda searchstaffingMundelein, IL

2 days ago

Occupations

Financial and Investment AnalystsInvestment Fund ManagersFinancial Risk Specialists

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
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About the role

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

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JOB OVERVIEW

Experience level

Senior

Location

Mundelein, IL

Occupation

Financial and Investment Analysts

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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