Client Specialist Performance Analyst
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
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
