Client Relations & Reporting Associate

Location: Bengaluru

Experience;
1yrs-3yrs

Skills: Private Equity, DDQ, RFI, RFPs, Pitch Books, LP Reporting, Investor Reporting

Key Responsibilities:

Develop a strong understanding of the investments across all supported strategies.

Gain expertise in various Limited Partner reporting documents, such as factsheets, track records,

performance summaries, marketing materials, board materials etc.

Prepare and review the following quarterly deliveries while adhering to deadlines:

New and ongoing Due Diligence Questionnaires (DDQs), RFPs & RFIs.

Limited Partner (LP) requests, presentation materials, and other quarterly reports.

Upload and maintain the Repository for questionnaires.

Contribute to processing documentation efforts and assist in creating Standard Operating

Procedures (SOPs).

Identify process inefficie...