Key responsibilities:
• Own the coordination and preparation of responses to investor requests
• Manage shared inbox by logging all requests
• Answer requests directly, if appropriate, or assign to relevant team members; and
• Return completed deliverables to investor
• Maintain and report on key performance indicators
• Distribute investor reporting
• Manage and update repository of historical investor request responses
• Determine urgency of investor requests and prioritize accordingly
• Maintain contact database and update investor contact information as needed
• Stay current on requests and projects across all funds and team members; send reminders when
appropriate and act as “project manager”
• Liaise with finance, tax and legal teams to obtain information relating to investor requests
Qualifications:
• Minimum 2+ year work experience, preference for experience working in financial services/asset
management industry in a similar role
• Direct experience in private funds, client service and/or investor relations is a plus
• Experience in one of the following asset classes is a plus: real estate, infrastructure, renewables, private
equity, credit
• Excellent writing and communication skills; fluency in English; ability to convey information in an effective
and professional manner
• Superior organization skills with great attention to detail; ability to navigate a fast-paced environment and