Investment Liaison Analyst
Company: VirtualVocations
Location: Vista
Posted on: May 13, 2025
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Job Description:
A company is looking for an Analyst, Investment Liaison in
Private Asset Management.
Key Responsibilities
Directs operational and client relationship activities for
approximately 150 client portfolios, including research, analysis,
and trade order processing
Ensures operational readiness for investment management activities
and liaises with stakeholders to fulfill documentation and
operational requirements
Composes responses for portfolio managers and clients, reviews
final materials for delivery, and participates in departmental
initiatives to enhance efficiency
Required Qualifications
Bachelor's degree or equivalent combination of education and
relevant experience
2+ years of total relevant work experience
Ability to work independently and as part of a team
Strong organizational skills and ability to manage multiple
priorities
Highly motivated with demonstrated initiative
Keywords: VirtualVocations, Irvine , Investment Liaison Analyst, Professions , Vista, California
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