What are the responsibilities and job description for the Client Reporting Associate position at Pelham Berkeley Search?
High Profile mid-sized Fund seeks individual with buy-side Client Relations / Investor Relations experience to own several reporting functions within the Investor Services team.
You will be responsible for delivering a variety of data driven reports for Client Partnerships and Investor Services.
This is a direct hire full time position with a very high end mid-sized firm that offers a very professional work environment, extensive professional development and training, competitive compensation and an amazing benefits package . Roles like this with a small, stable, premier fund are hard to find, this is a firm you will want to work for...
In summary, you will :
- Primarily responsible for monthly, quarterly, annual and ad-hoc prospect, consultant, and investor reporting materials
- Responsibilities include investor reporting, preparing presentation books, DDQ responses, marketing materials, data entry, and providing support for various strategic initiatives
- Extensive interaction with client partners
Requirements include :
