Client Solutions Analyst
Core
Support global investor base with timely, high-quality reporting and data; assist in fundraising, due diligence, and investor communications within a private equity environment.
Role type
Client Solutions Analyst (Investor Relations)
Builds
Investor reports, marketing materials (Excel Due Diligence Pack, PPMs), and portfolio models for prospective investors
Domain
Private Equity / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial modeling, Excel proficiency, PowerPoint presentation skills, data analysis, attention to detail, problem-solving
Preferred skills
Python, Power BI, SQL, French language proficiency
Technologies
Excel, PowerPoint, Python, Power BI, SQL, PREQIN, Mercer, Cambridge
Responsibilities
Prepare customized and standardized investor reports; respond to ad-hoc investor reporting requests; provide accurate answers to investor queries; assist in preparing quantitative data for due diligence; update and produce marketing materials; maintain internal fund activity database; benchmark funds against market data
Seniority
Junior, entry-level IC