Provide consulting services to eFront's clients via multiple software implementations. Act as an advisor to clients; analyze and document system requirements and make recommendations. Help interpret client needs and follow through on issues and requests in consultative manner. Configure software and effectively communicate client needs to development team.

Train and monitor direct staff. Review performance measurement reporting for multiple private equity clients. Collaborate with other departments to ensure deliverable deadlines are met. Analyze client portfolios to provide detailed performance and attribution information. Manage the conversion and on-boarding process for new clients. Prepare ad hoc requests for clients and senior management. Involved the interview and hiring process for new staff.

Manage a number of clients, including one of the largest clients in the department. Review analysts reports for clients prior to deliverable date. Act as an intermediary between clients and investment managers. Work directly with clients to ensure they understand reports and are happy with services. Prepare ad hoc requests from senior management and clients. Search for new ways to improve monthly and quarterly processes. Create procedures for analysts to refer to during the reporting cycle… Show more Manage a number of clients, including one of the largest clients in the department. Review analysts reports for clients prior to deliverable date. Act as an intermediary between clients and investment managers. Work directly with clients to ensure they understand reports and are happy with services. Prepare ad hoc requests from senior management and clients. Search for new ways to improve monthly and quarterly processes. Create procedures for analysts to refer to during the reporting cycle. Collaborate with teams in Hangzhou and Sydney to ensure all reporting requirements are met. Involved in the interview and hiring process for new staff. Show less

Pitch Private Equity platform and services for prospective international clients. Lead newinternational clients on-boarding to our platform. Work with general partners during on-boarding process. Train coworkers on private equity background, systems, and reports. Consult with existing clients to ensure satisfaction and understanding of information. Serve as a constant connection between Boston and Sydney offices to ensure all teams are in continual communication. Provide frequent training… Show more Pitch Private Equity platform and services for prospective international clients. Lead newinternational clients on-boarding to our platform. Work with general partners during on-boarding process. Train coworkers on private equity background, systems, and reports. Consult with existing clients to ensure satisfaction and understanding of information. Serve as a constant connection between Boston and Sydney offices to ensure all teams are in continual communication. Provide frequent training sessions to all departments in Australia. Show less

Train new hires on Document Management System and Financial Input Tool. Verify and record daily cash flow activity for clients’ private equity portfolios. Produce monthly market value, outstanding commitment, cash flow, and performance reports. Create quarterly performance and holding reports for clients per portfolios. Review analysts monthly and quarterly reports. Communicate with clients on a daily basis to ensure satisfaction and understanding of reports. Gather, analyze, and input private… Show more Train new hires on Document Management System and Financial Input Tool. Verify and record daily cash flow activity for clients’ private equity portfolios. Produce monthly market value, outstanding commitment, cash flow, and performance reports. Create quarterly performance and holding reports for clients per portfolios. Review analysts monthly and quarterly reports. Communicate with clients on a daily basis to ensure satisfaction and understanding of reports. Gather, analyze, and input private equity financials into accounting platform. Train newly hired financial analysts on ledger systems. Show less