Our client in the investment company industry is looking for an Analyst to join their team in Los Angeles County


Job Description:

  • Prepare custom and ad hoc reporting
  • Assist with the collection of sensitive documents and other investor due diligence
  • Lead the execution of capital calls, distributions, and other fund actions
  • Serve as system administrator for the firm and marketing automation tool
  • Participate in the FATCA and CRS investor due diligence and annual reporting process
  • Help maintain and distribute the on-the-run versions of fund documents
  • Distribute weekly, monthly, and annual client communications for all funds
  • Develop comprehensive understanding of terms



  • Proficient with the Microsoft Office Suite, including strong Excel and ERP system skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to work independently and take initiative
  • Able to adapt to changing priorities
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Detail-oriented
  • A team player
  • Strong work ethic


  • Bachelor’s degree in finance, accounting, business or related field and a minimum of 3 years’ relevant experience

Ref #25323

Dora DangAnalyst