Associate, PEP/SLS Portfolio Analytics & Reporting, PFS - Atlanta

AT8 - 725 Ponce de Leon Ave NE, Atlanta, United States R

USD 95K-125K Mid-level Full Time

@ B...

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Found 1d ago

Tasks

Analyze investment performance
Collaborate with valuation and fund accounting teams
Coordinate investor relations requests
Create client portfolio reports
Ensure reporting data accuracy
Maintain performance reporting databases
Monitor portfolio performance
Prepare investor performance reports
Support operational due diligence
Track portfolio exposures
Update investor data requests

Perks/Benefits

Skills/Tech-stack

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Associate, PEP/SLS Portfolio Analytics & Reporting, PFS - Atlanta

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