Senior Associate managing client interaction and alternative investment data for a leading financial services company. Engaging in project involvement and identifying potential problems with financial data.
Responsibilities
Client interaction
Communicate with clients in a proactive & professional manner
Monitoring, retrieving, processing, reporting alternative investment data
Project involvement for onboarding of new clients
Working with various systems across the SS&C landscape
Identify potential problems
Requirements
Bachelor’s degree in Finance, Accounting, Economics or related discipline
1-3 years working experience in financial services
Experience/knowledge in PE fund accounting and fund of funds
Understanding of private equity investor activity such as capital calls and distributions
Ideal candidate should be highly motivated; a self-starter who can meet deadlines
Strong interpersonal and communication skills
Team player mentality with ability to partner with various departments and levels
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