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About the role
- Assists in producing and delivering periodic investment reports
- Prepares weekly, monthly and quarterly investment performance reports
- Addresses client queries promptly
- Collaborates with accounting and fund administrators
- Supports the completion of due diligence
- Participates in design and creation of report templates
- Assists in data validation and resolving discrepancies
- Develops industry and investment knowledge
- Assists with investment data consolidation
Requirements
- University (Degree) Preferred
- No Experience Required
Benefits
- Sedentary Work 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords
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Soft Skills
collaborationcommunicationproblem-solvingdata validationclient service