Private Markets Investor Analytics & Portfolio Insights

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

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.