Senior Associate – Client Account Manager

We are a global private markets specialist delivering tailored investment solutions, advisory services, and impactful, data driven insights to investors. The Senior Associate of SPAR Client Service provides portfolio analytics and reporting services for the Firm’s private markets investment clients.

Requirements

• Bachelor’s degree in finance, economics or business preferred
• Minimum of 5 years of relevant experience preferred
• Significant experience with Microsoft Excel, Word, Power Point, and Power BI
• Working knowledge of financial accounting and demonstrated ability to learn new performance and portfolio reporting systems
• Proven ability to lead projects and/or teams
• Strong verbal and written communication skills
• Highly motivated individual with demonstrated initiative, independence and adaptability

Benefits

• Equal Opportunity Employer
• Mentorship programs
• Multiple Employment Resource Groups