Responsibilities
- Support a range of investment and client service functions
- Participate in quarterly reporting cycles
- Execute portfolio trading tasks
- Investigate client inquiries about current or potential investments
- Prepare presentations for client and prospect meetings
- Oversee data reconciliation with an external back-office provider
- Process investment-related payments and ensure accurate performance tracking
- Create, update, and deliver regular data reports and analyses
- Support investment execution for pooled fund offerings
- Contribute to investment manager due diligence efforts
- Supply timely investment data to internal teams using available tools and datasets
- Provide periodic support across various investment and client-related initiatives
Benefits
- Annual cash bonus
- Comprehensive benefits including medical, dental, vision, life insurance, and 401(k)
Work Arrangement
On-site
Work Arrangement
On-site
Other
- This is a full-time in-person position
- Work hours are Monday through Friday, 8:30 a.m. to 5:30 p.m.
- This role is classified as non-exempt
- Job title may be adjusted based on the candidate’s qualifications and background