About the Company:

Our client is a private investment firm with over $100 billion in AUM with a focus on global real estate. This role will support the day-to-day tasks of the firm’s alternative investment products.

Responsibilities:

• Support the monthly, quarterly, and annual fund/broker-dealer operating activities
• Support the completion of due diligence questionnaires & materials along with coordinating onsite meetings and conference calls with members or potential members of the selling syndicate
• Provide accurate reporting and analysis for the sales & marketing departments and third parties for sales and marketing results, key metrics and KPIs, campaign tracking and analysis, concentration tests and other ad hoc strategic analysis
• Track, analyze, and prepare presentations depicting key metrics, sales analysis, marketing campaigns results and achievements using charts, tables, and graphs with data extracted from the firm’s CRM
• Support data and segmentation analysis to assist in the firm’s targeted sales efforts

Requirements:

• Bachelor’s degree in finance or business
• 1-3 years of experience in a business analyst or similar role preferred
• Strong quantitative and qualitative analytical abilities
• Advanced proficiency in Microsoft Excel

Salary Range: 

$120,000-$130,000