Investment Database Analyst (Remote)

Investment Database Analyst

Our client, a large financial services company, is seeking an experienced Investment Database Analyst for a 6+ month contract assignment. This role is fully remote, but if consultant is local to Iselin, NJ or Chicago, IL they will work hybrid.

Overview

Seeking a Database Reporting Analyst to support the management and delivery of consultant database submissions and related reporting for the company's institutional business. Working under close supervision, this role assists in the accurate and timely completion of database questionnaires, performance reporting, and consultant-facing documentation to support the organization's sales and client retention efforts. The role requires close collaboration with internal stakeholders to ensure all submissions meet consultant and client specifications and comply with applicable requirements. Given the breadth of the real estate platform spanning core, value-add, opportunistic, debt, and listed real estate strategies a meaningful portion of this role is dedicated to supporting real estate-specific database submissions and reporting.

Key Responsibilities and Duties

• The Analyst supports consultant database projects from initial intake through final submission, ensuring accuracy and adherence to deadlines.
• Support populating databases for private capital strategies including private equity, private credit, real estate, and real assets covering fund-level performance, capital activity, and consultant/investor disclosures.
• The role involves drafting and updating responses to consultant database questionnaires in alignment with current firm messaging and sales strategy.
• The Analyst attends meetings with subject matter experts across investment, compliance, and marketing teams to ensure that content accurately reflects the organization's positioning for each relevant strategy or product.
• Building strong relationships with key internal business partners and stakeholders is an essential component of the role.
• The Analyst is responsible for maintaining and refreshing database content with updated performance data, organizational information.
• Additionally, the role contributes to identifying and documenting opportunities to improve workflows and content quality across the database reporting cycle.

Requirements

• Prior experience in asset management, financial services, or a related field is required.
• Experience in alternative investment reporting across private capital strategies covering fund-level performance, capital activity, and consultant and investor disclosures is preferred.
• Candidates with direct exposure to real estate investment reporting, open-end or closed-end real estate fund structures, and property-level performance attribution, are strongly preferred.
• Familiarity with consultant databases, RFP processes, or investment writing is expected, and experience with consultant platforms is considered a meaningful advantage.
• University degree preferred

Pay Rate- $53.15- $55.15/hour