Job
Core
Act as a key link between Fund Managers and client-facing teams, managing communications, updating fund statuses, and ensuring accurate information flow using a proprietary manager portal.
Role type
Client Liaison Associate Analyst
Builds
Internal data quality and communication flow for Private Markets funds
Domain
Financial Services / Private Markets
Deliverable
dashboards & analysis
Required skills
Data entry, organization, email management, database maintenance, communication coordination
Preferred skills
Financial background, proactive ownership, problem-solving, adaptability
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 review of received data for accuracy, maintain internal tools and databases with up-to-date information, address managers' queries about the web portal
Seniority
Associate Analyst