Job Description

You are a strategic thinker passionate about driving solutions in Investments You have found the right team

As an Investment Specialist within our Infrastructure Investments team , you will spend each day defining, refining and delivering set goals for our firm.

You will be working with the Investment Specialist and Investor Relations team that is focused on growing the business through new clients, expanding existing relationships and delivering new product, as well as retaining current assets. The Analyst will work with the team on prospective opportunities and supporting existing client relationships

Job Responsibilities:

• Prepare and update all marketing collaterals including strategy pitch book, product profiles, ad-hoc materials, etc.
• Lead the development and liaise with internal RFP team and investment team in the production and completion of requests for proposal (RFPs), requests for information (RFIs), due diligence questionnaires (DDQ), quarterly/monthly client/consultant questionnaires and ad-hoc requests. Assist with the on-going prospecting initiatives by staying on top of news feeds for potential search/RFP activities that can lead to new mandates.
• Assist with all operational/administrative duties associated with Investor accounts – redemptions and contribution tracking.
• Assist the fund level reporting efforts for all investors in the Infrastructure Group including client statements, snapshots, quarterly/annual reports as well as webcast coordination etc.
• Work with internal constituent groups as well as consultants and clients to answer questions and address issues. Ensure timely, accurate and quality delivery of responses.
• Update and maintain internal databases, Fund AUMs & other books on monthly & quarterly basis.
• Identify and work on efficiency initiatives to help team continue to improve productivity. Maintain a high level of competency in reviewing data and reports and identifying gaps / issues.
• Maintain a high level of competency in reviewing data and reports and identifying gaps / issues.

Required qualifications, capabilities, and skills:

• At least 4 years’ experience with financial product analysis, marketing, or client services.
• MBA in finance/marketing/CFA.
• Excellent written and verbal communication skills.
• Strong Excel and PowerPoint skills
• Highly organized, detail-oriented, self-motivated, strong work ethic.
• Comfort working in a fast-paced environment across multiple time zones.
• Strong multi-tasking and time management skills.

Preferred qualifications, capabilities, and skills

1. Previous experience working with open or closed-end funds would be a plus.

2. Knowledge of Infrastructure investing would be a plus.