Client & Portfolio Analytics (Capital Markets)

Coda Search; New York (NY); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Coda Search is seeking an Analyst/Associate for a Midtown NYC Private Equity/Alternative Asset Management setting. The role focuses on client and portfolio analytics, investor data workflows, and cross-functional collaboration with investment teams.

The candidate should have a strong track record in financial services, excellent communication, and the ability to manage complex investor reporting. This is a fast-paced environment requiring proactive problem solving and data-driven insights.

Qualifications

• Bachelor’s degree and 2+ years of Financial Services/Private Equity/Finance experience.
• Strong Excel modeling formulas experience.
• CRM data analytics experience.
• Excellent written and verbal communication.
• Ability to work with all levels of management in a fast-paced environment.

Responsabilités

• Enhance the client operations process to reflect evolving needs of firm clients.
• Manage and track the investor database and all inbound investor and fundraising requests.
• Profile client base and prepare a strategic investor plan.
• Review and analyze portfolio performance data, benchmark performance and risk statistics.
• Review client quarterly reports to ensure accuracy and compliance.
• In charge of investor communication for annual and quarterly reporting of fund track records.
• Collaborate across the organization to ensure integrity and consistency of portfolio data across client reporting systems.
• Identify opportunities to enhance the reporting platform by gathering feedback and working with partners across the organization.
• Provide ad hoc data research and analysis as needed.

Connaissances

Communication skills

Data analysis

Stakeholder communication

Formation

Bachelor’s degree

Outils

Salesforce CRM

Excel

PowerPoint

Description du poste

Our client is a prominent, well respected Midtown NYC Private Equity/Alternative Asset Management firm currently seeking to add a talented Analyst/Associate to their growing Client & Portfolio Analytics team. Ideal candidate must be self-motivated, with superior verbal and written communication skills and a proven ability to work with institutional investors and handle complex investor based projects.

Responsibilities

• This role will be responsible for continuously enhancing the vision for client operations process to reflect evolving needs of firm clients
• Manage and track the investor database and all inbound investor and fundraising requests
• Profile client base and prepare a strategic investor plan
• Review and analyze portfolio performance data, benchmark performance and risk statistics
• Review client quarterly reports to ensure accuracy and compliance
• In charge of investor communication for annual and quarterly reporting of fund track records
• Work with all levels of team members across the organization to help ensure the integrity and consistency of portfolio data reported across client reporting systems
• Identifying opportunities to enhance the strategic reporting platform by gathering and analyzing field feedback and collaborating with partners across the organization
• Provide various ad hoc data research and analysis as needed.

Desired Skills and Experience

• Bachelor’s Degree with at least 2+ years of Financial Services/Private Equity Accounting/Finance or similar
• Proficiency in Microsoft Office, particularly Excel Modeling Formulas
• Technical knowledge, data analytics using CRMs (Salesforce), Excel, PowerPoint
• Outstanding communication skills, proven ability to effectively work with all levels of Management
• Comfortable working in a fast-paced, deadline driven dynamic environment