Description

Key responsibilities:

As a Data Analyst for Client Service, you will support investor relations through data analysis, fund operations, stakeholder coordination, and client-focused reporting.

Client Service/IR and Data Analysis:

• Represent the firm professionally in all correspondence with stakeholders, including existing and prospective investors, business partners, and service providers

• Manage the subscription and redemption process for the firm's commingled funds, which involves working closely with investors, the fund administrator, internal teams, and fund directors

• Support sales and client servicing, including data entry, extraction, and analysis

• Assist with the production and distribution of marketing materials such as investment newsletters and factsheets

• Coordinate, schedule, and support marketing meetings, including conducting background research, preparing presentation materials, and taking meeting notes

• Assist with the organisation of roadshows and marketing trips to ensure efficient logistics and successful investor engagement

• Update and maintain fund profiles on prime brokers' and/or other performance portals on a timely basis

• Assist with ad hoc investor requests and queries, including but not limited to due diligence questionnaires and bespoke materials

Candidate profile:

To excel in this role, you bring finance or data analysis experience, strong Python or Excel skills, attention to detail, stakeholder communication abilities, and a keen interest in asset management.

• Highly driven, ambitious, and committed to excellence
• Sharp thinker with strong communication skills
• Passionate about research, portfolio analysis, and insight generation
• Strong academic background in finance or data science, with buy-side exposure preferred
• Proficient in Python/coding or advanced Excel skills
• Detail-oriented with high standards and a growth mindset
• 2-8 years' experience or relevant internship exposure, ideally from a top university with a strong GPA

About the company:

A leading investment management firm with a strong track record of performance and industry excellence.

Keywords: data analysis, client services, investor relations, fund operations, hedge fund, financial services

What's next:

Take the next step in your investment management career today.