Investment Support Associate

2 weeks ago


Tempe, Arizona, United States Russell Tobin Full time
Investment Support Associate Job Description

Russell Tobin and Associates/Pride Global is seeking a highly skilled Investment Support Associate to join their team in Tempe, AZ. This is a 6+ month contract position with the possibility of extension.

Job Summary:

The Investment Support Associate will provide critical support to the Investor Services and Investor Allocations teams, acting as a subject matter expert in areas such as investor allocations, fee calculations, and investor return calculations.

Key Responsibilities:

  • Review and prepare calculations to support new fund launches and existing fund updates, including complex expense and waterfall/incentive fee calculations, regular and specialized PnL allocations, and performance metrics such as IRR, MOIC, and ROR.
  • Proactively identify issues through review of qualitative and quantitative data, anticipate obstacles, and implement mitigating solutions.
  • Build relationships with stakeholders, including project managers and IT professionals, to ensure project goals are aligned and communication is effective.
  • Complete system testing before releases for quality assurance of existing reports and functionality of new releases.

Requirements:

  • Two to three years of experience in the alternative investments industry.
  • Working knowledge of Microsoft Office products.
  • Proactive critical thinking and problem-solving skills.

Preferred Skills/Experience:

  • General knowledge and understanding of the private funds industry.
  • Basic knowledge of Advent applications.
  • Strong communication, presentation, and documentation skills.

Benefits:

Russell Tobin offers eligible employees comprehensive healthcare coverage, supplemental coverage, a 401(k)-retirement savings plan, life and disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with preferred vendors.



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