Investor Operations Reporting Analyst

SUMMARY

The Investor Operations Reporting Analyst will be part of a team that provides a superior level of service to our clients through various forms of communication. This role requires strong project management and communication skills, the ability to work in a dynamic group environment, and solid data management capabilities. As an onsite employee, you are expected to be in the office on Tuesdays and Wednesdays as well as a third day in coordination with your manager.

RESPONSIBILITIES         

• Coordinate with departments throughout the firm to prepare and deliver recurring client deliverables.
• Respond to client inquiries in a prompt manner, utilizing both communication and analytical skills.
• Identify and assist in opportunities to improve upon the team’s processes.
• Manage the investor experience through our proprietary client web portal.
• Accurately complete and review client requests, striving for zero error rate.
• Assist in special projects and strategic initiatives, as requested, including (i) streamlining delivery of data and client reporting; (ii) creating efficiencies while still maintaining a superior level of service to the investor.
• Operate in a dynamic, deadline-driven environment.
• Perform related duties as assigned.

EDUCATION, SKILLS AND EXPERIENCE REQUIREMENTS

• Bachelor’s Degree with a proven record of academic success.
• Minimum of 2-5 year’s professional experience working in an operationally driven environment.
• Financial industry/public accounting experience is strongly preferred.
• Knowledge of hedge funds, private equity, real estate, and/or infrastructure is preferred with a strong preference for private equity experience.
• A high attention to detail, including solid proofreading skills, is critical.
• Strong interpersonal skills with the ability to effectively communicate with peers and management.
• Proven track record of successfully managing complex projects from inception to completion.
• Demonstrated team player, with ability to fulfill responsibilities independently.
• Ability to multi-task, meet competing deadlines, and balance priorities.
• Technically proficient in Microsoft Excel and Word. Experience with Salesforce and Tableau is preferred.

In terms of cultural fit, the successful candidate will be self-motivated and energized by working amongst a group of thoughtful, smart and successful colleagues. He or she will enjoy being part of an organization focused on excellence and will be a naturally collaborative person who enjoys interacting with individuals at all levels. Additionally, he or she will be a strong team player with a proactive approach and the ability to exercise discretion and judgment.