Investor Reporting Associate
at Arrow Search Partners
Greenwich, Connecticut, USA -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 15 Feb, 2025 | USD 90000 Annual | 16 Nov, 2024 | 2 year(s) or above | Communication Skills,Hedge Fund,Excel,Private Equity | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
ABOUT THE COMPANY:
Our client is a financial technology platform that can evaluate and recommend market strategies for high-net-worth clients. The Investor Reporting Associate will be responsible for the preparation and distribution of investor reports for private equity fund-of-funds, feeder funds, and monthly hedge fund reporting for private clients.
REQUIREMENTS:
- Bachelor’s degree required
- 2-5 years with hedge fund, private equity, and/or real estate industry experience
- Experience in report/business writing and investor communications
- Strong communication skills
- Knowledge of Excel with experience in manipulation and presentation of data
How To Apply:
Incase you would like to apply to this job directly from the source, please click here
Responsibilities:
- Review reports provided by the private equity underwriters and draft relevant information to be included in the client quarterly performance updates
- Prepare and review quantitative fund and portfolio company performance information for inclusion in the reports
- Draft wording for capital call and distribution notices to investors
- Coordinate internal compliance review and approvals
- Coordinate periodic investment portfolio and valuation reviews with other members of the team
- Maintain communication with financial underwriters regarding portfolio company activities and their impact on valuation
REQUIREMENT SUMMARY
Min:2.0Max:5.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Proficient
1
Greenwich, CT, USA
