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Investment Services Analyst
2 months ago
Our client, a prominent investment management firm, specializes in a diverse range of funds that emphasize primary commitments to venture capital, limited partnerships, direct secondaries, and direct investments. With over 160 global investments, this firm is dedicated to supporting leading investors and innovators.
Position Summary:
The Investor Relations Team is in search of an Analyst to enhance their operations in San Francisco. This team plays a crucial role in asset accumulation, strategic initiatives, investor support, and marketing efforts.
As an integral member of the Investor Relations team, the Analyst will oversee all aspects of investor reporting and inquiries, contributing significantly to the creation of marketing and investor-related materials.
Key Responsibilities:
- Ensure prompt responses to Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and ongoing investor communications.
- Collaborate with various internal departments, including Finance, Legal, and Investments, as well as external service providers like fund administrators and compliance teams, to deliver precise reporting and timely service to both current and prospective investors.
- Address and fulfill a variety of investor requests, reports, and inquiries.
- Assist in the development of marketing and investor materials, including:
- Presentation decks for all funds aimed at both existing and potential investors.
- Ad hoc update materials for current investors.
- Perform additional duties as assigned.
Preferred Qualifications:
- 1-3 years of experience in institutional asset management, complemented by a relevant undergraduate degree or an equivalent combination of education and experience.
- A solid understanding of venture capital and/or private equity investments, fund mechanics, and performance metrics.
- Strong communication skills with the ability to articulate ideas clearly and concisely, particularly through presentation materials.
- Excellent analytical capabilities, with a knack for presenting data effectively in written formats.
- Proficiency in Microsoft Office Suite, including Excel, PowerPoint, and Word.
- Meticulous attention to detail and the ability to manage multiple tasks simultaneously.
- A robust work ethic and a client-centric approach.
- Demonstrated organizational skills.
- Strong interpersonal abilities and a commitment to teamwork.
- Familiarity with pooled vehicle reporting materials, such as Capital Account Statements and Audited Financial Statements.
