They are seeking a Portfolio Analyst with experience in real estate transactional servicing work. The Portfolio Analyst role is a ...
Investor Relations Professional
San Francisco, CA
Yiheng Capital Management LP, is a China-focused alternative investment firm with offices in San Francisco and Beijing. The firm was founded in 2008 and manages approximately $3.2 billion on behalf of a select group of investors that include university endowments, family offices, private foundations and pension plans in the US, Europe, Asia, and South America.
www.yihengcapital.com
Description
Yiheng Capital is seeking a motivated, organized and team-focused individual to coordinate and execute monthly and quarterly client deliverables, maintain accurate CRM reporting, deliver customized reporting solutions and analysis to investors and provide ongoing investor support through email, videoconference and in person meetings. The position is at the Senior Associate or VP level and will report to the firm’s Co-Chief Operating Officer.
Key Responsibilities
Qualifications
Compensation will be commensurate with experience.
Qualified candidates may submit a resume to: info@yihengcapital.com
San Francisco, CA
Yiheng Capital Management LP, is a China-focused alternative investment firm with offices in San Francisco and Beijing. The firm was founded in 2008 and manages approximately $3.2 billion on behalf of a select group of investors that include university endowments, family offices, private foundations and pension plans in the US, Europe, Asia, and South America.
www.yihengcapital.com
Description
Yiheng Capital is seeking a motivated, organized and team-focused individual to coordinate and execute monthly and quarterly client deliverables, maintain accurate CRM reporting, deliver customized reporting solutions and analysis to investors and provide ongoing investor support through email, videoconference and in person meetings. The position is at the Senior Associate or VP level and will report to the firm’s Co-Chief Operating Officer.
Key Responsibilities
- Coordination and preparation of investor reports, presentations and communications including:
- Monthly and quarterly fund reports
- Firm marketing materials
- Due diligence documents and database updates
- CRM maintenance and activity reporting
- Monitoring IR inbox and responding to investor or prospect requests
- Ad-hoc portfolio analysis, investment writeups, presentations and communications
- Interfacing directly with LPs over email, on the phone, or in meetings
- Tracking and managing due diligence path for prospective investors
Qualifications
- BA/BS degree required with strong undergraduate academic record
- Ideally between 2-7 years of experience working in client service or investment relations within an asset management or investment consulting firm. Client facing experience a plus.
- Excellent writing and communication skills
- Working knowledge of equity investing fundamentals
- Ability to translate financial data into coherent narratives
- Superior organization skills with significant attention to detail
- Willingness and capability to take ownership of products/deliverables
- Advanced working knowledge of PowerPoint, Excel and Word. CRM database experience a plus.
- Some fluency in Mandarin is preferred, but not required
Compensation will be commensurate with experience.
Qualified candidates may submit a resume to: info@yihengcapital.com
Employees
