Related skills
ms excel advent geneva allvue bms everest📋 Description
- Asset Maintenance
- Daily Trade Activity
- MIS reporting
- Deal Closings
- Trustee Reporting
- Portfolio Manager support
- Cross-office collaboration (SF, Gurugram, London, NYC)
🎯 Requirements
- Interest in the firm and market; broad investment products
- Proactive, self-starter attitude
- Strong MS Excel skills with analytical mindset
- Prior CLO knowledge preferred
- Experience with Advent Geneva and Allvue BMS Everest
- Strong written and verbal communication skills
- Excellent interpersonal and teamwork skills
- Focus on process improvement and execution at scale
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