Role summary: Demonstrates in-depth knowledge in assigned area and primarily works without direction to manage, maintain, and provide comprehensive quantitative and qualitative information about CG’s investment strategies including results, portfolio characteristics, ESG positioning, DE&I positioning, portfolio attribution, current investment philosophy, investment commentary and organizational data and statistics to CG’s institutional clients, respond to complex ad hoc client inquiries, and deliver against specific client’s reporting and strategy needs and schedules / cadences. Serves as a subject matter expert on team/department and cross-functional projects and reengineering efforts including, under limited supervision, leveraging project management and project analysis toolsets for medium and large size initiatives, often with significant scope and complexity, and focused on the implementation of new technologies to innovate and automate client reporting capabilities.
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