Private Equity Coordinator

1 month ago


Cincinnati Ohio, United States Western & Southern Financial Group Full time
Job Summary

We are seeking a highly organized and detail-oriented Private Equity Coordinator to join our team at Western & Southern Financial Group. The successful candidate will provide administrative support to our Private Equity team, ensuring the smooth execution of investment activities and maintaining accurate records.

Key Responsibilities
  • Maintain the Investment CRM system, ensuring timely updates and accurate data entry.
  • Prepare and distribute weekly investment reports to the Private Equity team.
  • Communicate effectively with internal stakeholders, including Portfolio Management, Business Development, and Investor Relations.
  • Coordinate and plan investment activities, including due diligence trips, conference calls, and social events.
  • Support the execution of finance and accounting activities, including annual audits and tax returns.
  • Provide administrative support to the Private Equity team, including scheduling meetings and preparing meeting materials.
  • Act as a liaison between the Firm and General Partners, Consultants, Agents, and Limited Partners.
Requirements
  • Demonstrated strong verbal and written communication skills.
  • Proven ability to document procedures and activities in a clear and concise manner.
  • Excellent organizational and time management skills.
  • Strong analytical skills, including identifying and resolving client problems.
  • Exceptional knowledge and proficiency of Microsoft Office and CRM applications.
Work Environment

This position works in an office setting and requires continuous keyboarding work. The successful candidate will be able to work in a fast-paced environment and prioritize tasks effectively.

Travel Requirements

This position requires occasional local travel to private equity activities.



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