Associate, Client Platform, Analytics & Reporting - Atlanta
Core
Produce and coordinate client reporting packages, analyze fund and portfolio data, and support fundraising activities for private markets investors.
Role type
Associate, Client Platform Analytics & Reporting
Builds
Client reporting packages, marketing materials, and data-driven insights for alternative investors
Domain
Private Markets / Asset Management
Deliverable
dashboards & analysis
Required skills
Data analysis, financial reporting, stakeholder coordination, regulatory reporting, process improvement, data management
Preferred skills
Alternative investments experience, VBA, Python
Technologies
Microsoft Excel, Word, PowerPoint, VBA, Python
Responsibilities
Produce and coordinate client reporting packages by gathering and validating fund and portfolio data; Partner with portfolio managers and asset managers to support recurring reporting cycles and regulatory requirements; Analyze performance, exposure, AUM, and flow data to support investor communications; Coordinate preparation of client-facing materials including webinars and presentations; Support fundraising initiatives through RFP and DDQ responses; Drive operational excellence through process enhancement and workflow standardization
Seniority
Mid-level IC