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10 Days AgoSaved
In-Office
Dallas, TX, USA
Mid level
Mid level
Fintech
Provide administrative and reporting support to institutional clients across equity and fixed income strategies. Produce presentations and data reports, coordinate client communications on cash/accounting/portfolio issues, identify and correct data anomalies, assist with RFPs/questionnaires, and collaborate with investment teams to deliver accurate, time-sensitive client deliverables.
Top Skills: Advent/GenevaAssetteBloombergBondedgeEvestmentExcelFactset Portfolio Analysis (Pa)OutlookPowerPointQvidianSalesforceWord
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