Associate, Product Specialist
About The Position
The Associate will be responsible for providing key portfolio metrics to prospective and existing investors. Primary duties and responsibilities include, but are not limited to: Handling investor driven data requests throughout the diligence phase of the fundraising process Ensuring consistent portfolio analytics and reporting Assisting in routine updates of investor messaging and materials, including performance updates, investor communications related to fund offerings and standard diligence materials Collaborating with departments across the Firm to source product and portfolio information in order to respond to investor requests Ensuring that all client materials meet the highest quality standards and satisfy all specified business requirements
Requirements
- Bachelor’s degree required
- 2+ years of relevant experience at a financial institution, investment manager or related business
- Intermediate Excel skills are required
- Strong interpersonal, verbal and written communication skills
- Outstanding attention to detail with excellent organizational and problem-solving skills
- Ability to take initiative and work independently while demonstrating strong collaboration
- Ability to multi-task, problem solve and adapt to changing priorities
- Ability to maintain exceptional attention to detail while managing multiple responsibilities in a fast-paced environment
- Enthusiastic about working in office and creating a Gold Standard hybrid work culture
Responsibilities
- Handling investor driven data requests throughout the diligence phase of the fundraising process
- Ensuring consistent portfolio analytics and reporting
- Assisting in routine updates of investor messaging and materials, including performance updates, investor communications related to fund offerings and standard diligence materials
- Collaborating with departments across the Firm to source product and portfolio information in order to respond to investor requests
- Ensuring that all client materials meet the highest quality standards and satisfy all specified business requirements
Benefits
- full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
11-50 employees
