| Job Information |
Our elite Alternative Investment Management client is seeking to recruit an Investor Reporting Associate to provide client marketing, sales operations, RFP and investor reporting support for institutional investor business development and fundraising objectives.
Responsibilities:
- Provide client marketing, sales operations, RFP and investor reporting support for institutional investor business development and fundraising objectives
- Assist in preparing, drafting and managing RFPs, DDQs and other investor data and reporting requests in a timely and accurate manner
- Prepare and produce client, prospect and consultant reports
- Maintain and manage consultant databases (FactSet, Barra, etc.)
- Assist with various investor marketing initiatives and deliverables
- Gather information and data from various third-party sources for investor reporting
- Assist with compiling, preparing and managing materials for investor, consultant and prospective investor meetings
- Assist with ad hoc projects
Requirements:
- Bachelor’s Degree
- 3-5 years years of relevant experience in the financial services industry
- Strong business writing skills
- Proficiency with Excel and databases
- Strong team player with the ability to thrive in a fast-paced environment
- Exposure to RFPs and client reporting preferred
- Highly organized and motivated with exceptional attention to detail
- The ability to synthesize complex data
- NJ residency and the ability to commute to the office 3-days per week is required
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