About this role
Role Overview
- Assists in producing and delivering periodic investment reports
- Addresses client queries and requests regarding investment reports
- Collaborates with accounting and third-party fund administrators
- Participates in the design and creation of new report templates
- Assists in performing data validations and resolving data discrepancies
- Develops industry and investment knowledge
- Assists with investment data consolidation
Requirements
- University (Degree) Preferred
- No Experience Required
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development