Job
Core
Act as a key link between Fund Managers and client-facing teams to manage communications, update fund statuses, and ensure accurate information flow for Private Markets funds.
Role type
Client Liaison Associate Analyst
Builds
Internal databases and proprietary manager portal data
Domain
Financial services / Private Markets
Deliverable
dashboards & analysis
Required skills
Data entry, organization, email management, database maintenance, communication coordination, regulatory compliance awareness
Preferred skills
Financial background, proactive ownership, problem-solving, adaptability, travel flexibility
Technologies
Proprietary manager portal (MoatSpace), SharePoint, internal databases
Responsibilities
Establish data room/portal access with fund managers; coordinate client requirements with fund managers; manage and store fund communication in the database; conduct initial reviews of received data for accuracy; maintain internal databases with up-to-date fund status information; address manager queries about the MoatSpace web portal.
Seniority
Associate Analyst