Washington D.C., Washington, DC3 days ago
Collect, interpret, and organize information relating to all aspects of client portfolios – including amendments, consent forms, investment and liquidity opportunities and elections, fund updates, and anticipated cash flows – and coordinate with investment team to ensure any necessary actions are taken for client portfolios. Act as liaison between clients, fund managers and administrators, custodian, investment team and internal staff to prepare, execute, and submit all documentation related to investments in client portfolios.