Investment Reporting Specialist
4 weeks ago
Investment Reporting Specialist
Acuity Knowledge Partners is seeking a skilled Investment Reporting Specialist to join our team. As a key member of our Fund Marketing Services line of business, you will be responsible for creating, managing, and delivering high-quality investment reporting to our clients.
Key responsibilities include:
- Efficiently sourcing information from performance/data SMEs and internal/external partners
- Producing and interpreting branded and non-branded reports for asset management firms/investment banks
- Creating customized Excel and PDF reports based on client requests
- Proficiently producing Due Diligence Questionnaires (DDQs) for various investment products
- Effective documentation, tracking, and reporting of processes and tasks
- Diligent management and closure of institutional client queries
- Preparation of strategy KITs, sales, and pitch books for onshore client partners
Requirements:
- Strong analytical and communication skills
- Ability to work efficiently in a fast-paced environment
- Proficiency in Excel and PDF creation
- Excellent documentation and tracking skills
About Acuity Knowledge Partners:
Acuity Knowledge Partners is a leading provider of fund marketing services, dedicated to delivering high-quality investment reporting to our clients. We are committed to excellence and innovation, and we are seeking a talented Investment Reporting Specialist to join our team.
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