Related skills
data analysis excel powerpoint data tools client reporting📋 Description
- Provide fund and strategy support to existing clients; collaborate with Product Teams for data.
- Source and analyse performance data at asset, fund and investor levels.
- Monitor pipeline of new investments and funds; ensure data is captured for reporting.
- Produce investment presentations for client meetings and fund launch materials.
- Collaborate with internal teams to answer client requests (Product, Deal, PMs, Ops, Finance, Risk).
- Prepare ad-hoc reports and analyse data to assist investor queries.
🎯 Requirements
- 5+ years in consulting or fund performance.
- Strong analytical and data interpretation skills.
- Experience in investment banking, corporate finance or capital markets.
- Understanding of real asset markets and investment dynamics.
- Proficiency in Excel and PowerPoint; strong IT skills.
- Ability to deliver high-quality work on time with attention to detail.
- Strong verbal and written communication; team player.
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