Client Reporting Associate
New York, New York • $100,000-$110,000
About the Company:
Our client is a global investment manager with over $40 billion in AUM investing in credit, real estate, and private equity investment strategies.
Responsibilities:
- Produce monthly and quarterly investor letters
- Prepare annual investor presentations
- Prepare materials for marketing and fundraising efforts
- Assist in the creation and/or maintenance of Power BI and Tableau dashboards, RPA bots, or other strategic technology tools
- Prepare reports for senior management business lines
- Prepare regulatory filings such as Form PF, ADV, and CPO
- Provide ad hoc analysis to fulfill various management and deal teams’ requests
Requirements:
- Bachelor’s degree required
- 2-4 years of related experience
- Understand investment products and private equity/hedge funds
- Strong Excel and PowerPoint skills
- Experience analyzing fund and portfolio data is a plus
Salary Range:
$100,000-$110,000
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