Investment Liaison Analyst

Job Summary

A company is looking for an Analyst, Investment Liaison in Private Asset Management.

Key Responsibilities

• Directs operational and client relationship activities for approximately 150 client portfolios, including research, analysis, and trade order processing
• Ensures operational readiness for investment management activities and liaises with stakeholders to fulfill documentation and operational requirements
• Composes responses for portfolio managers and clients, reviews final materials for delivery, and participates in departmental initiatives to enhance efficiency

Required Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience
• 2+ years of total relevant work experience
• Ability to work independently and as part of a team
• Strong organizational skills and ability to manage multiple priorities
• Highly motivated with demonstrated initiative