Reporting Associate

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