Requires a Bachelors degree or foreign equivalent in Finance, Economics, Business, Accounting or a related field and 3 years of experience in the job offered or in fundraising and client cultivation. Must have 3 years of experience in each of the following implementing process improvements and creating process documentation; developing financial models and performing research for evaluating new business segments and competitor benchmarking analysis; guiding investors through fund due diligence processes; and preparing marketing collateral including PPMs, flipbooks, or standard DDQ responses. Experience may be gained concurrently. Employer will accept any suitable combination of education, training andor experience which would qualify an applicant for this position.

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