Upload data to consultant and investor portals as may be necessary
Manage process initiatives and team members
Support on DDQ and other investor reporting tasks based on bandwidth
Periodical updates to fund performance presentation materials, prepared for investor reporting purposes, on monthly and quarterly basis.
Generating backend excel support document from internal portfolio management systems for the purpose of updating the materials.
Aggregate and analyze relevant data, encompassing historical performance, risk metrics, allocation changes and other quantitative metrics about various portfolios.
Ensure the best standards of formatting, with an objective to present material in a clear and digestible format.
Address any legal or compliance-related comments that arise during the review process.
Ensure timely and accurate communication with clients, prospects, and consultants.
