Analyst, Alt Investments
Core
Primary Alternative Asset Services contact for client relationship managers, handling inquiries, data analysis, and valuation reporting for alternative investments.
Role type
Analyst, Alternative Asset Services
Builds
Client valuation reports, data analysis, and process improvements for alternative investment services.
Domain
Finance / Alternative Investments
Deliverable
dashboards & analysis
Required skills
Data analysis, problem solving, capital markets knowledge, valuation reporting, reconciliation principles, MS Office
Responsibilities
Monitor and resolve client inquiries regarding alternative investments, pull and interpret data to ensure client valuation expectations are met, manage daily tasks to meet deliverables, review and assess processes for efficiency, participate in department projects and initiatives
Seniority
Individual Contributor, Analyst