社名非公開 | 不動産投資・運用 | 金融機関

非公開

投資委員会用の資料作成 アンダーライティング業務 バリュエーション業務 クロージング業務（契約書） ソーシング（必須ではありません） 海外オフィスへのレポーティング

1200万円〜2200万円

非公開

Key Responsibilities • Provide day to day support to prospective and current clients with GRES product focus • Data steward for information used by Investor Services • Manage investor onboarding with Business Development, Legal, Compliance and the Investor • Serve as a liaison with our third-party fund administrator to provide responses to recurring and ad hoc data requests involving client reporting, investment performance reporting and various other requests from clients and investment consultants • Track Separate Client Accounts day to day activities and provide communication support as appropriate as a liaison between clients, and fund administrator • Coordinate with our third-party fund administrator to provide quantitative responses for Requests for Proposals (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) • Complete consultant questionnaires and databases update requests in conjunction with our third party fund administrator • Coordinate responses to client requests across Portfolio Management, Business Development, Marketing, Communications, Investor Services and other functional groups • Assist with a variety of special projects and requests for Senior Management. • Track, oversee and validate the third-party administrator’s quarterly key performance indicator (KPI) for Senior Management reporting • Think strategically and help develop creative solutions and enhancements to better service our clients and consultants • Develop knowledge of products ; clients and prospects; and the industry overall over time, to ensure there is effective client communications and that Marketing Materials and all information released meet compliance and regulatory standards whilst maintaining marketing effectiveness

1100万円〜1300万円