- Analyze 20+ underlying portfolio companies' financials to facilitate strategic decision-making and performance valuation
- Assist in periodic structure clearance and due diligence for potential LPs to support PE fundraising and investor onboarding
- Reconcile tax withholdings and help prepare investment activities memos to facilitate 10+ fund distributions to LPs
- Prepare 5+ reports weekly summarizing investor inquiries and client deliverables to enhance management response efficiency