Human Capital Management Analyst

HOW YOU WILL FULFILL YOUR POTENTIAL

• Employee private equity offerings - Liaise in fundraising efforts for new fund offerings through creation of fund-specific marketing materials and subscription documents; Work closely with technology to customize design of fund offering website based on specific fund characteristics
• Fund Activity Communication / Coordination - review capital calls, distributions, and Net Asset Values with fund managers and fund accountants; Facilitate the delivery of investor notices, semi-annual reports, and financial statements; Monitor fund and employee brokerage accounts to ensure cash movements are accurate and properly documented
• Data Reporting - responsible for managing report requests for investor data from business units including product areas, wealth management, tax, legal, technology, and compliance
• Investor inquiries - answer ESI hotline and respond to inquiries that come into the ESI mailbox
• System and process architecture - assist in analyzing processes, systems and implementing strategic solutions and builds in order to uphold a high standard of client service

SKILLS & EXPERIENCE WE RE LOOKING FOR

• Results-oriented - ability to handle multiple, time-sensitive projects while focusing on the quality of work delivered to clients
• Highly organized, attention to detail and excellent follow-through required
• Ability to work well both independently and in a team environment
• Strong verbal and written communication skills
• Ability to work with Excel on a day to day basis