Business Consultant
Sedgwick
Investor Services Consultant
CFGI
full-time
Posted on:
Location Type: Hybrid
Location: 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Coordinating with internal and external stakeholders to onboard investor information into client systems.
- Entering key information from Subscription documents and Side Letters into the system; ensuring accuracy prior to submission for approvals through completion.
- Organizing and maintaining thorough records for team and updating status trackers; uploading documents as needed to secure, internal databases.
- Maintaining confidentiality of all sensitive and confidential issues; assisting in a wide variety of projects as reasonably assigned.
- Uploading diligence materials, capital calls, distribution notices, quarterly reporting and annual reporting for publication to investor website.
- Corresponding directly with internal and external stakeholders regarding document details: timing of document distribution, errors within the documents, and overall presentation to ensure quality and consistency of service provided to the investors.
- Updating investor contact information and managing access rights to investor reporting website; responding to investor requests as appropriate.
- Monitoring and tracking investor requests.
Requirements
- Bachelor’s Degree preferred.
- Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams.
- Entrepreneurial nature, self-motivated, ethical, and dependable.
- Effective analytical and critical thinking abilities.
- High energy with commitment to quality client service.
- Strong research/data mining skills.
- Effective time management skills, ability to meet deadlines and project manage.
- High integrity and must be able to maintain confidentiality of sensitive and proprietary information.
- Advanced PC skills and excellent Microsoft Office skills.
- Intermediate level Excel skills.
- Familiarity with SharePoint, Salesforce, or another CRM systems a plus.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data entryrecord managementdocument managementanalytical skillscritical thinkingresearch skillsdata miningproject managementtime managementconfidentiality
Soft skills
interpersonal skillswritten communicationoral communicationself-motivateddependableentrepreneurial naturecommitment to quality client servicehigh integrityability to assimilate into teamseffective communication
Certifications
Bachelor’s Degree
