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Client Specialist Performance Analyst
Job Summary
A company is looking for a Client Specialist, Performance Analyst.
Key Responsibilities
- Prepare and deliver investor performance reports and presentations
- Manage investor inquiries and provide timely, accurate information
- Collaborate with senior management to support strategic decision-making processes
Required Qualifications
- Bachelor's degree required
- 2-4 years of investment management experience preferred
- Proficient with Microsoft Excel, Word, and PowerPoint
- Experience with request for proposals and due diligence questionnaire is a plus
- Direct lending experience is a plus
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COMPLETE JOB DESCRIPTION
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Company Overview
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