Associate, Client Service and Reporting

Garda is looking for an Associate, Client Service and Reporting, in its Wayzata or New York office. This position is a key component of Garda’s Investor Relations team and has a broad mandate covering client service and reporting responsibilities which are vital to the fulfillment of the company’s overall objectives. The selected individual will be responsible for meeting investors’ needs for various levels of information, including regular reporting and ad hoc requests; facilitating due diligence efforts with investors; providing internal management reporting; managing Garda’s customer relationship management database (BackStop); managing monthly transactions processes; developing and updating marketing memorandum; and helping to prepare for investor meetings/calls (presentation decks, briefing docs, etc.).

Primary responsibilities for the role include:

• Act as an additional point of contact with investors (existing and prospective) and with internal parties.
• Assist in the management of existing and prospective client requests.
• Assist with select investor (both current and prospective) meetings and calls and assist with advance meeting/call prep (scheduling, agenda, presentation decks, briefing docs, meeting notes and subsequent follow-up).
• Ensure timely production and delivery of regular client reporting on a weekly and monthly basis, including marketing presentations and due diligence requests, as well as help with responses to ad hoc requests.
• Serve as a liaison between investors, our administrator and internal parties (legal, compliance, accounting) to expedite timely processing of subscriptions, redemptions, transfers and related investment documentation.
• Manage BackStop to ensure comprehensive records are kept of each client and prospective client, account information, contact information, distribution lists, log of meetings/calls/emails, etc.
• Keep all marketing collateral (including website) up to date to reflect current info, provide timely insights into client activity/news. Update online databases as needed with performance numbers/other data.
• Be able to act as an all-around contributor for whatever is needed to assist in all efforts as it relates to investor relations.
• Complete special projects as needed.

Desired Qualifications:

• Completed Bachelor’s degree in Finance, Economics, Marketing, Communications, or related field.
• 2+ years of experience in client service, investor relations, or relevant field.
• Interest in investment management.
• Detail-oriented with strong verbal and written communication skills
• Ability to manage and prioritize multiple task and meet firm deadlines.
• Highly collaborative, with ability to work well with colleagues and clients at all levels.
• Strong achievement and results orientation.
• Proficient with Microsoft Excel, PowerPoint, and Word.