Client Services Analyst

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Summary

Growing Private Equity Firm seeking Financial Analyst


Company Information:

• $5B AUM Credit Fund
• Brand New Office in Midtown
• Autonomous work environment, fun, young, and collaborative staff
• Extensive interaction with Senior Management
• Ongoing learning and development opportunities
• Opportunity to move around internally
• Generous vacation packages and sick time
• 401k matching


Job Description:

• Provide support on all aspects of firm’s client service efforts
• Maintain, update and print marketing communications – DDQs, presentation books, website, consultant databases, and other investor reporting
• Maintain accurate client information in the contact data management system
• Respond to various client inquiries and requests
• Support prospecting efforts, client research, projects, pipeline activity – RFI/RFPs, etc.
• Support business development professionals on distribution effort
• Establish and maintain, and optimize relationships within organization (i.e. compliance, operations, legal, finance) to meet client reporting needs and deliverables in a timely manner
•Ad hoc projects


Requirements / Qualifications:

• 1-4 years of client services/investor services experience
• Bachelor’s Degree
• Financial services experience required
• Self-starter, good analytical and communications skills, excellent problem solving ability, and ability to work with various levels of management.
• Ability to multi task, follow through and meet deadlines within tight time frames

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