Business Advisory Services Associate-2
2 weeks ago
About the Role
The Associate, Business Advisory Services-2 will contribute to building client materials and various prospects/marketing materials, updating market and fund specific data within existing materials on a monthly, quarterly or ad hoc basis.
Main Responsibilities
- Interface with internal subject matter experts to develop strong working relationships.
- Build and maintain client materials and various prospect/marketing materials.
- Produce quarterly portfolio reports and letters for investors.
- Drive process for creating responses to investor questionnaires, due diligence, and ad-hoc requests.
- Maintain quantitative and qualitative key metrics on competitors.
- Help to identify areas of risk and propose innovative business solutions.
- Take on ad-hoc projects and support teammates as needed.
Requirements
CFA or Bachelor's or Master's degree in business, finance, or another pre-professional field, or a discipline with exposure to accounting or corporate finance.
3–5/6-8 years of experience working in an investor relations or product specialist role.
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