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Operations/ Reporting Analyst, Multi Asset Class Investor

Company: Forum Group Connecticut, LLC
Location: Stamford
Posted on: April 8, 2021

Job Description:

Forum Group Connecticut is currently partnering with a boutique, Fairfield County based investment firm experiencing continued growth and is seeking to add a talented finance / operations professional to join their team. This firm holds nearly $1B in assets and a boutique, family feel.
The Reporting / Operations Analyst will support the daily needs of the investment team in both equity and venture portfolios providing broad support in the areas of portfolio analytics and reporting, IRR, asset allocations, portfolio construction, cash flow and liquidity forecasting, risk analysis, and other ad hoc operational and reporting functions. This is a true "utility player" role that will offer broad exposure to many investment classes and operational functions.
The ideal background will hold at least 3 years' experience in an investment setting having gained exposure to investment reporting and analysis, as well as a vey strong technical skillset including IRR, VBA/Macros, financial operations and the ability and desire to work in a challenging, fast paced and exciting environment. This role will be mentored by an exceptional, pedigreed leadership team.
FGC is a boutique, client centered group of professionals with an unmatched dedication to partnering the most talented Accounting, Finance and Operational professionals with the most sought after employers in the Fairfield and Westchester County markets.

Keywords: Forum Group Connecticut, LLC, Stamford , Operations/ Reporting Analyst, Multi Asset Class Investor, Professions , Stamford, Connecticut

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