Client Specialist Performance Analyst

Job Summary

A company is looking for a Client Specialist, Performance Analyst.

Key Responsibilities

• Prepare and deliver investor performance reports and presentations
• Manage investor inquiries and provide timely, accurate information
• Collaborate with senior management to support strategic decision-making processes

Required Qualifications

• Bachelor's degree required
• 2-4 years of investment management experience preferred
• Proficient with Microsoft Excel, Word, and PowerPoint
• Experience with request for proposals and due diligence questionnaire is a plus
• Direct lending experience is a plus