Our client is a leading private debt fund managing over $20bn. They are looking to add an associate to their Investor Services team in New York.
Responsibilities:
- Distribute investor letters, financial statements and tax documents
- Manage and process any ad hoc investor requests
- Assist in the onboarding process for new accounts
- Maintain the CRM to produce monthly and quarterly reports
Qualifications
- Bachelor's degree from an accredited university
- 2-5 years of relevant experience
- Proficiency in excel and experience working with a CRM
