Client Specialist Performance Analyst

Company: VirtualVocations
Location: Vista
Posted on: May 10, 2025

Job Description:

A company is looking for a Client Specialist, Performance Analyst.
Key Responsibilities

Prepare and deliver investor performance reports and presentations
Manage investor inquiries and provide timely, accurate information
Collaborate with senior management to support strategic decision-making processes

Required Qualifications

Bachelor's degree required
2-4 years of investment management experience preferred
Proficient with Microsoft Excel, Word, and PowerPoint
Experience with request for proposals and due diligence questionnaire is a plus
Direct lending experience is a plus

Keywords: VirtualVocations, Monterey Park , Client Specialist Performance Analyst, Professions , Vista, California

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