Oversee production and delivery of all investment and operational processes and reporting, including but not limited to monthly, quarterly, and annual fund performance reports, firm-level due diligence content and data and regulatory reporting in collaboration with the Compliance team
Deliver best-in-class client service, ensuring timely and accurate responses to investor requests for data, marketing materials, operational updates, and other ad hoc queries
Collaborate with key external service providers (i.e., fund administrators, 3rd party risk aggregators) to ensure the company's data is accurately captured and reflected in the marketplace
Partner with the company's software engineering team to drive automation efforts and enhance the firm’s enterprise performance data infrastructure and tools

5+ years of experience in the investment management industry
Proven experience producing investor-facing reporting and performance analytics
Comfort and familiarity with large data sets and systems
Excellent communication skills, with the ability to build and maintain relationships with internal teams and external service providers
Demonstrated experience managing individuals and small teams
Eagerness to work with diverse teams
Bachelor's degree in a quantitative field or related applied experience
Ability to travel regularly to our Berkeley office if working remotely

Investor Reporting Manager

Key skills