Analyst, Investor Services
5 days ago
Preparation of daily, weekly and monthly deliverables, ensuring timeliness and accuracy.
Develop new reports as needed/requested to provide timely and accurate information to decision makers.
Maintain an accurate inventory of reports and any modifications.
Work with the Manager and investors to evaluate and clarify requests. Offer alternative solutions when applicable.
Responsible for monitoring the performance of reports and taking corrective action to optimize or improve the performance of the reports when necessary.
Responsible for the production and coordination of investor communications, including letters, slides/presentation materials, and other investor materials.
Serve as needed as a day-to-day resource for certain members of the investment community.