Senior Investment Analyst

7 days ago


Brooklyn, New York, United States Trimont LLC Full time
Key Responsibilities
  • Develop and finalize detailed reports customized for individual clients and aligned with industry standards.
  • Contribute to the creation of marketing presentations for both current and potential clients.
  • Collaborate with team members to deliver daily client services and manage on-demand requests efficiently.

Additional responsibilities include aiding the fundraising efforts, assisting in the preparation of client communications, conducting research on market trends and peer data, and maintaining and updating the investor portal.



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