A leading global investment firm is seeking a Client Due Diligence & Investor Services Associate to support its client engagement and reporting functions. This role is ideal for a detail-oriented professional with a strong interest in joining an investment manager.
About the Role
Sitting within investor services, this position will focus on managing due diligence processes, responding to investor queries, and coordinating key client reporting deliverables across multiple asset classes.
Key Responsibilities
1. Prepare and manage Due Diligence Questionnaires (DDQs), RFPs, and investor requests to ensure timely and accurate responses.
2. Develop a strong understanding of fund structures and investment strategies to support client inquiries.
3. Collaborate with internal teams across finance, operations, and compliance to streamline reporting and investor communications.
4. Maintain and enhance client reporting workflows, ensuring consistency and quality across investor deliverables.
5. Oversee fund data sites and external databases, keeping materials updated and accessible for key stakeholders.
About You
1. 2-3 years of experience in investment banking, fund administration, transaction services, or capital markets.
2. Strong analytical and organizational skills, with the ability to manage multiple priorities.
3. Excellent written and verbal communication skills, with a structured and detail-oriented approach.
4. Proficiency in Microsoft Word, Excel, and PowerPoint.
5. Interest in alternative investments and financial markets.
Job Features
Job Category: Alternative Investments, Wealth & Asset Management.
Not ready to apply online? Please do not hesitate to ask any questions.
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