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