Related skills
compliance private equity broker-dealer investor relations private markets📋 Description
- Provide admin and operational support to a Private Sales Representative.
- Manage calendars, schedule investor calls, and coordinate follow-ups.
- Assist with investor communications and ongoing relationship support.
- Prepare investor documents and internal records.
- Track deal activity and investor requests; follow up on actions.
- Liaise with compliance, operations, and legal teams.
🎯 Requirements
- Finance, economics, or business degree or financial services experience.
- Prior customer-facing experience in finance, wealth management, or banking.
- Comfortable communicating with high-net-worth clients.
- Highly organized, responsive, and detail-oriented.
- Strong written and verbal communication.
- Able to juggle multiple priorities in a fast-paced, phone-sales environment.
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