Junior Analyst, Investor Communications
About The Position
The Junior Analyst will join the Firm's Investor Communications (“IC”) Department which serves as a key point of contact to the Firm’s investor base. This role is well suited for a detail-oriented and proactive individual who can effectively manage competing priorities and collaborate across teams in a fast-paced environment. The Investor Communications Group supports the Firm’s capital raising efforts across various products, strengthening its relationship with investors and contributing to the overall growth of the Firm. The group is responsible for investor services and acts as the liaison between clients and senior management. The department is also responsible for investor onboarding and is the primary point of contact for investor reporting and ongoing account maintenance. The group collaborates closely with department leadership, business unit heads and the Business Development and Marketing Groups to develop and execute plans in line with business objectives.
Requirements
- Bachelor’s degree required
- Previous financial services work experience or internship experience strongly preferred
- Meticulous attention to detail and accuracy
- Excellent organizational and prioritization skills
- Ability to work in a fast-paced environment
- Strong interpersonal skills and ability to build relationships with internal and external stakeholders
- Demonstrated ability to work well both independently and collaboratively within a team
- Proficient in MS Office products, specifically Word and Excel
Nice To Haves
- Knowledge of Microsoft Dynamics is a strong plus
Responsibilities
- Executing Data Management Team service level agreements (SLAs) to ensure timely and accurate processing of investor requests
- Onboarding and maintenance of investor accounts, including collecting and reviewing banking and investor contact information
- Contributing to critical Investor Communications projects
- Corresponding with other back-office teams on day-to-day and ad-hoc requests
- Maintaining a positive culture during times of high volumes
- Participating in internal and external calls and capturing follow-ups
- Consistently meeting team metrics and adapting to changing priorities as needed
- Ensuring timely completion of team deliverables and requests
Benefits
- 401(k) eligibility
- various paid time off benefits such as vacation, sick time and parental leave
- full range of medical, financial and/or other benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
