Complete personalized quarterly reports for specific investors; reporting includes cash flow projections, asset level performance and fund information. Responsibilities Include: Prepare custom qualitative and quantitative responses in Word, Excel and PowerPoint for prospective investors performing due diligence.
Numbers & Facts
Location
Greenwich, CT
Salary
$150,000–$185,000 Per Year
Description
Description
Responsibilities Include:
Prepare custom qualitative and quantitative responses in Word, Excel and PowerPoint for prospective investors performing due diligence
Complete personalized quarterly reports for specific investors; reporting includes cash flow projections, asset level performance and fund information
Prepare Annual Investor Meeting presentations
Creation of fund PPMs and presentations
Integrate AI tools to enhance processes and final products
Communicate with numerous people across all departments of the firm (Acquisitions, Asset Management, Capital Markets, Accounting, Legal, etc.)
Assist with various additional internal and external projects and analyses as needed
Requirements Include:
Bachelor's Degree and strong academic record
6-10 years of experience in related field (e.g. investor relations, real estate accounting/finance/audit, investment banking)
Proficient in Microsoft Excel, Word and PowerPoint
Exceptional attention to detail
Experience in managing, updating and analyzing large quantities of financial data
Strong business writing and communication skills
Highly organized with proven ability to multi-task
Ability to develop relationships throughout the organization