About The Company
Our client is a global investment firm that manages diverse assets across private equity, real estate, and credit markets. Known for its large-scale operations, it partners with institutional and private investors to deliver long-term returns.
Responsibilities
- Prepare and analyze detailed investment reports of financial insights to investors
- Assist with the preparation and review of marketing and fundraising materials
- Coordinate across various departments to collect and review investor/distributor due diligence requests and assist with investor queries
- Coordinate the collection and analysis of performance metrics of the funds, underlying companies, and other portfolios
- Assist in the preparation and review of bespoke fund performance analyses
- Draft presentations and analyses for senior management
- Collaborate across various departments to support product development for existing clients and prospective investors
Requirements
- Bachelor’s degree required
- 3-5 years of related experience in investor reporting, investment operations, and/or consulting
- Experience with creating marketing materials in a financial services function
- Experience at a Big 4 firm a plus
- Proficient in Excel and PowerPoint
Salary Range
$135,000-$140,000
