Investment Liaison Analyst
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
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
