🛠 Tech Stack

💼 About This Role

You'll support portfolio analytics and reporting by onboarding new clients and maintaining investment commitments. You'll ensure data accuracy and integrity while collaborating across teams. This role offers a chance to work in private markets at a global firm.

🎯 What You'll Do

• Support onboarding of new clients' portfolios in SPI databases
• Enter new investment commitments for existing clients
• Assist with offboarding and data transition
• Maintain investment committee approvals dashboard

📋 Requirements

• Bachelor's degree in finance, economics, or accounting
• 0-2+ years of experience in financial services
• Advanced proficiency in Excel

✨ Nice to Have

• Private Markets experience
• Familiarity with Power BI
• Strong academic record

🎁 Benefits & Perks

• 🏖️ Hybrid work model
• 💼 Mentorship programs
• 🌈 Employee Resource Groups

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Cross-Functional Interview· 45 min