Human Capital Management Analyst

HOW YOU WILL FULFILL YOUR POTENTIAL

• Employee private equity offerings - Liaise in fundraising efforts for new fund offerings through creation of fund-specific marketing materials and subscription documents; Work closely with technology to customize design of fund offering website based on specific fund characteristics
• Fund Activity Communication / Coordination - review capital calls, distributions, and Net Asset Values with fund managers and fund accountants; Facilitate the delivery of investor notices, semi-annual reports, and financial statements; Monitor fund and employee brokerage accounts to ensure cash movements are accurate and properly documented
• Data Reporting - responsible for managing report requests for investor data from business units including product areas, wealth management, tax, legal, technology, and compliance
• Investor inquiries - answer ESI hotline and respond to inquiries that come into the ESI mailbox