About the Role
This role is ideal for a detail-oriented professional with a strong interest in investment management. The Client Due Diligence & Investor Services Associate will support client engagement and reporting functions at a leading global investment firm.
Key Responsibilities:
* Prepare and manage Due Diligence Questionnaires (DDQs), RFPs, and investor requests to ensure timely and accurate responses.
* Develop a strong understanding of fund structures and investment strategies to support client inquiries.
* Collaborate with internal teams across finance, operations, and compliance to streamline reporting and investor communications.
* Maintain and enhance client reporting workflows, ensuring consistency and quality across investor deliverables.
* Oversee fund data sites and external databases, keeping materials updated and accessible for key stakeholders.
About You
To succeed in this role, you should have:
* 2-3 years of experience in investment banking, fund administration, transaction services, or capital markets.
* Strong analytical and organizational skills, with the ability to manage multiple priorities.
* Excellent written and verbal communication skills, with a structured and detail-oriented approach.
* Proficiency in Microsoft Word, Excel, and PowerPoint.
* An interest in alternative investments and financial markets.
Job Features
Job Category: Alternative Investments, Wealth & Asset Management.