USA2027 Investor Services Summer Analyst
3 нед. назад
USATrainee
crm
Summer Analyst role supporting investor services team with data management, investor inquiries, and document processing within private markets investment firm.
Обязанности
- is seeking a motivated, focused, and organized Summer Analyst for the Investor Services team. This group manages investor inquiries, investor reporting, postings and transfers across asset classes. They work alongside the Fund Onboarding team who is responsible for AML/KYC due diligence and the coordination of fund launches.
- Prepare investor portal postings and creating client communications
- Update and manage document processes and policies to ensure proper record keeping
- Communicate with other departments regarding upcoming posts and approvals
- Responding by e-mail and/or phone to client inquiries and information requests, guided by the team
- Manage data quality projects with minimal oversight and strong follow-through
- Identify key automation opportunities across systems
- Prepare and maintain procedures and documentation for the team as operational responsibilities grow
- Strong data integrity and detail orientation on requests, being privy to sensitive client data
- Risk orientated mind-set when facilitating requests
Условия
- At , we foster a supportive and inclusive team culture where collaboration and learning are the core of what we do. Our collegial atmosphere encourages teamwork, mentorship, and professional development. This summer internship is a great opportunity to gain practical experience and develop critical skills that will help you launch a successful career in Private Markets.
- Click here to learn more about the intern experience.
- Salary: $30 / hour
- The salary is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary does not include any benefits or other forms of possible compensation that may be available to employees.
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- #LI-Hybrid
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- At , we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
- As an Equal Opportunity Employer, does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
- Candidates must be at least 18 years old to apply.
- Developing People at
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Другое
- We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
- The Investor Services team is a global client facing team responsible for delivering timely and accurate support to investors across the front-to-back lifecycle. The core responsibilities include inbox management, document posting via CRM portal, and transfers. The team serves as the central point of contact between our investors and internal stakeholders, maintaining a strong client experience.
- The Summer Analyst will be responsible for managing data in the investor portal – including the investor service inbox, processing of time sensitive documents, data maintenance and transfers. The position serves as a trusted resource for information and assistance, strong data mining, detail orientation, problem-solving and follow-through are required.
- Undergraduate student graduating anywhere from December 2027 through June 2028
- Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future
- GPA of 3.2 or above
- A desire to join our Global Private Markets investments platform after graduation
- High proficiency in MS Word, Power Point and Excel
- Demonstrated track record of academic success
- Excellent written and verbal communication skills
- Strong, demonstrable analytical capabilities, including strong quantitative/modeling skills
- Team player and strong work ethic