Main Responsibilities:
Prepare various investor presentations, reports, and statements
Monitor and process fund subscriptions, redemptions, and transfers and liaise with Fund administrator
Conduct compliance checks (e.g., AML, CFTC) on prospective and existing investors
Aid in the coordination and preparation of materials for prospect calls and meetings
Coordinate with teams across the firm to complete RFP and DDQ requests and track and manage the firm’s RFP database to ensure accurate and up to date
Update and maintain information in our CRM database
Manage firm and fund reporting across various databases
Respond to investor inquiries and requests for information
Prepare ad hoc requests from other members of the Investor Relations team and Sales team
Liaise with all departments of the firm to assist with the development of client materials and analytics
Education, Skills, & Experience:
B.S. or B.A. from a 4-year college or university
0-2 years’ related or transferable business experience
Organized, detail-oriented, accurate, motivated, team player
Proficiency in Microsoft Office (PowerPoint, Excel, and Word)
Strong written and verbal communication skills
Works well under pressure with the ability to multitask and prioritize workload while adhering to strict deadlines
Proven ability to work with datasets and be able to perform detailed analysis
Must provide professional references