Our client is an established Private Equity firm covering various strategies such as growth equity, venture capital, co-investments and buyouts. They are currently looking for a Client Reporting Associate / Senior Associate to join the team.
You will be responsible for:
- Investor servicing, including regular investor reports generation and dissemination
- Planning and managing ongoing investor engagements (including conferences and hybrid events) and product updates
- Analyze financial statements and data to extract and communicate key investment insights to finance, tax and investment team
- Support the development and management of investor communications, and reports
- Manage and maintain CRM platform for the company
Requirements:
- Bachelor's Degree in Accountancy, Business, Finance or related courses
- At least 2 years of experience being in Transfer Agency, Private Equity or Capital Markets firm
- Strong interpersonal, communication and writing skills
