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Investor Relations and Operations Associate
A leading growth equity firm based in the San Francisco Bay Area, CA with almost $1bn in AUM is looking to bring on an Associate to support the Investor Relations team.Key ResponsibilitiesRespond to all investor inquiries and requestsProcess subscription docsMaintaining the CRM and ensure all investor information is accurate and up to dateCollabora...
Associate Director, Change and Communications Management
About the company: Leading Asset Management firm Responsibilities: Lead Change Initiatives: Manage change projects with a strong focus on communications.Stakeholder Engagement: Conduct stakeholder analysis and align on governance structures, including RACI matrices.Risk Assessment: Identify and mitigate risks through change impact assessments.Comm...
Performance Analyst
About the company: Leading asset management firm Responsibilities: Performance Reporting & Analysis: Deliver accurate and timely performance and attribution reports; review and analyze performance metrics for client reports; conduct peer fund comparison analysis using Morningstar Direct.Stakeholder Engagement: Communicate with stakeholders on perf...
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Finance Manager
Our client is a leading American Investment Management Firm. They are a globally recognized andcelebrated for their commitment to delivering exceptional financial solutions. With a robust portfolio of mutual funds, retirement planning services, and institutional asset management, they cater to both individual and corporate clients.Finance Manager |...
Performance Analyst
About the company: Leading asset management firm Responsibilities: Performance Reporting & Analysis: Deliver accurate and timely performance and attribution reports; review and analyze performance metrics for client reports; conduct peer fund comparison analysis using Morningstar Direct.Stakeholder Engagement: Communicate with stakeholders on perf...