Investment Analyst
4 weeks ago
Evolving the future of investment management, Evolve Talent Partners is seeking a skilled Investment Analyst to join their dynamic Investor Relations Team in San Francisco.
This is an exceptional opportunity for a detail-oriented and analytical professional to contribute to the production of marketing and investor materials, while providing timely responses to RFPs/DDQs and existing investor communication.
The ideal candidate will possess a strong understanding of venture capital and/or private equity investments, funds mechanics, and performance metrics, with excellent communication and analytical skills.
Key Responsibilities:
- Coordinate with internal departments and external service providers to produce accurate reporting and timely service to investors and prospective investors
- Field and fulfill various investor requests, reports, and queries
- Contribute to the production of marketing and investor collateral, including presentation pitch decks and ad hoc update materials
- Other duties as assigned
Requirements:
- 1-3 years of institutional asset management experience and applicable undergraduate college degree; or equivalent combination of education and experience
- Effective communicator and ability to write clearly and concisely
- Strong analytical skills, with an ability to present data effectively through written material
- Mastery of Microsoft Office products, including Excel, PowerPoint, and Word
- Exceptionally detail-oriented and ability to multi-task
- A strong work ethic and client-focused mindset
- Demonstrated organizational skills
- Strong interpersonal skills and a demonstrated commitment to teamwork
- Familiarity with pooled vehicle reporting materials, such as Capital Account Statements and Audited Financial Statements
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