Investor Services Analyst
Current- Respond to client and fund investor questions and special requests (analyze reports/informational requests), interact with Relationship Managers to ensure that the required level of client service is being provided.- Prepare quarterly and annual reports for clients.- Maintain a working knowledge of assigned client portfolios and the investments within these portfolios.- Work within a team dynamic to produce client deliverables leveraging various resources within the firm.- Communicate with representatives of investment partnerships to ensure the timely receipt of inquiries and financial information.