Portfolio Administrator
ACCOUNTIVITY
ON, CA
3d ago

Description :

  • Work with Customer relationship Managers to originate new client investment activity
  • Support senior CRMs in the marketing of funds including preparation and presentation of fund marketing and investment materials for existing investors and prospects
  • Coordinate, log, track and monitor client queries and requests to ensure timely and complete responses
  • Liaise with the broader Project Management / Business Group IR teams to coordinate responses to incoming Investor Relations requests from existing investors and prospects
  • Coordinate and complete all ad-hoc information, status update requests from HQ and Project Management Teams
  • Compile and update internal fundraising presentations on an ad-hoc, quarterly or semi-annual basis; to include fundraising progress, investor trends and marketing strategies for current and upcoming private fund offerings
  • In conjunction with Communications and Project Management Teams, help coordinate road shows, conferences and investor meetings
  • Requirements :

  • Undergraduate degree in accounting / business / finance with an excellent academic background
  • 1-2 years of relevant working experience in the financial services industry; property, infrastructure, private equity or alternative asset funds knowledge
  • Highly proficient in Microsoft Office (Word, PowerPoint and Excel), experience of Salesforce a plus
  • Team player with positive attitude and pro-active approach to work
  • Able to develop a strong internal / external network and ability to build relationships and work with professionals around the organization
  • Proactively seeks opportunities to get involved in more challenging projects
  • Ability to multi-task and work in a very fast-paced and team-oriented environment
  • Excellent interpersonal, analytical, and creative problem-solving ability
  • Strong written and verbal communication skills including preparation and delivery of presentations
  • We appreciate your interest however only those being considered for an interview will be contacted.

    Apply
    Apply
    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Continue
    Application form