Fund Analyst

Job Summary

A company is looking for a Fund Analyst to support portfolio management and investor communications.

Key Responsibilities

• Analyze fund performance metrics and prepare internal and external reports
• Respond to investor due diligence questionnaires and maintain investor presentation materials
• Support portfolio monitoring, cash flow modeling, and coordinate quarterly data room updates

Required Qualifications

• Bachelor's degree in finance, accounting, economics, or a related field
• 2-4 years of experience in fund operations, investor relations, or financial analysis
• Prior experience with private capital or real estate investment funds
• Familiarity with investor due diligence questionnaires and institutional investor reporting standards
• Strong Excel and PowerPoint skills, with experience in analytical tools such as Power BI or Tableau