Portfolio Monitoring Specialist
4 days ago
The Portfolio Monitoring Specialist position is responsible for delivering results in a fast-paced environment. The team member will work closely with Project Managers of our global teams to ensure the successful completion of onboarding Private Equity and Venture Capital Clients to the iLEVEL platform.
The ideal candidate will have experience working with software such as QVAL, iLevel, and iVal, and possess excellent written and verbal communication skills. They will be able to interpret various types of financial reports and question and understand requirements to design reporting related to that data.
Key Skills:
- MBA specialized in Finance or equivalent Post Graduate Degree with 0 - 2.5 years of relevant client-facing and project management experience.
- Proficient in MS Excel.
- Understanding of financial reporting and statement analysis.
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