Client Reporting Project Coordinator

📋 Description

• Own the scheduling and execution of approximately 120-150 investor update calls per quarter
• Coordinate calendars across internal investment teams, senior management, and external investors
• Ensure all invitations, logistics, and materials are distributed accurately and on time
• Liaise with deal teams, client services, and operations to collect and finalize presentation
• Ensure version control, accuracy, and timely delivery of all investor-facing documents
• Track progress and proactively follow up on outstanding deliverables

🎯 Requirements

• Exceptional organizational skills – proven ability to manages high-volume scheduling and multiple
• Strong executive presence speaking up on client calls when issues arise and trouble-shoot needs
• Excellent written communication, professional, clear, and confident when engaging with senior
• Technology proficiency in Zoom webinars, hosting, recording, and Microsoft Office Suite
• Attention to detail and good diligence in ensuring accuracy of materials and coordination
• Project management mindset and proactive in tracking progress, anticipating issues, and deliver

🎁 Benefits

• Unspecified