Reporting Associate

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; Proficient in Excel and PowerPoint

Nice to have

Experience at a Big 4 firm a plus