An industry-leading, international Asset Management firm with tens of billions in AUM is looking to add an Investor Diligence Senior Associate to one of their quickly growing teams. The firm is highly diversified and has attracted some of the best talent in the industry by maintaining an entrepreneurial culture while delivering excellent returns. The Investor Diligence Senior Associate will work with a variety of teams across the firm, primarily to support due diligence efforts and investor communications for clients considering the firm's product offerings.
This is an excellent opportunity to work with a tenured and very highly-regarded team while gaining valuable experience across several functions in the private markets space. There is also a tremendous amount of growth opportunity within this firm.
Investor Diligence Senior Associate Responsibilities:
- Responsible for answering client questions including Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), client requests, and other internal and external communications
- Assess the accuracy and relevance of content provided by team members in response to DDQs/RFPs
- Manage and maintain database of client responses
- Ensure data quality while working on process improvements
- Develop and update market research in the private markets space
- Develop presentations for various client and prospect meetings
- Build analytical models to support strategic decisions
- Assist the team in ad hoc projects to enhance efficiency and increase automation of tasks
Investor Diligence Senior Associate Requirements:
- Minimum of 3-5 years of investor reporting, client services, or related financial services experience
- Bachelor's degree from a reputable university
- Extremely strong written and verbal communication skills
- Highly motivated self-starter, with an entrepreneurial mindset
- Strong ability to multi-task and manage time in a detail-oriented environment
