Alternative Client Platform Analyst (PE-10685)

2021-10-12-Budapest-Könyvelés/Pénzügy
A munkáltatóról / About the company
Our client is a multinational financial company for which we are looking for new candidates for the following opened position: Alternative Client Platform Analyst
Pozíció részletezése / Position overview
What you’ll be doing:

Client reporting:
• Production of formal quarterly reporting package by capturing portfolio-level and market updates from portfolio managers, asset managers and fund administration teams across a variety of BAI businesses
• Production of quarterly investor templates – review and distribution
• Assist with redesign of reports produced across BAI

Fundraising support:
• Complete industry surveys and consultant questionnaires
• Update Due Diligence Questionnaires and Requests for Information with platform level data including headcount, AUM, investor commitments and capital activity
• Maintain and update product pitch books and other standard marketing collateral with platform level data
• Submit materials through central compliance system, and address follow-ups
• Quarterly update of performance and track record information as the need arises

Operations:
• Support and investigate technology and process options to scale and automate routine client service activities

Platform data:
• Develop and roll out a data collection tool for central storage of reporting data
• Analysis and preparation of platform level data, including AUM, headcount, investor commitments, and capital activity for fundraising initiatives and internal requests where required, across BAI businesses

What you need to have:

• Fluency in written and spoken English is essential
• Strong interpersonal skills with ability to communicate effectively at all levels
• Meticulous attention to detail
• High proficiency in Excel, with ability to manipulate data in a spreadsheet
• Proficiency in Word and PowerPoint, with ability to create marketing slides
• Analytical ability to synthesize information and summarize issues
• Desire to learn the investment management industry
• BA/BS degree
• 0-3 years of experience (analyst); 3+ years of experience in financial services (associate)
• Required skills: Adobe Illustrator, Adobe Indesign, Budget and Microsoft programs

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