СШАAnalyst - Operations, Private Wealth
1 мес. назад
США
reportingclient communicationsaccount setuptransaction processingfee reconciliation
Operations Analyst role supporting private wealth client onboarding, reporting, and transactional operations.
Требования
- Experience with client service, investor relations or other roles where proactive external and internal communications was required.
- Bachelor’s degree in administration, finance, accounting, business, or other related degree preferred.
- Minimum 1 to 5 years of client service or private wealth operations experience.
- #LI-Hybrid
- Candidates must be at least 18 years old to apply.
- Developing People at
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.
- Facilitate an exceptional client experience to clients as they onboard into the fund(s), require reporting and when they ultimately redeem.
- Prepare investor correspondence for private equity funds, including quarterly reports, capital calls, distributions, and ad hoc client communications.
- Coordinate with fund vendors to support investor access, communications, reporting, and account setup and maintenance.
- Manage daily Operations team inbound requests, including monitoring, routing, and responding to client and partner inquiries.
- Liaise with clearing and custody, distribution partners, and technology platforms to support investor transactions, reporting, inquiries, invoicing and general support.
- Support distribution and platform fee management, including fee tracking, payment coordination, and related reconciliation activities.
- Support redemption offer preparation and execution, including coordination of required communications, documentation, processing timelines, and related follow-up activities.
- Understand the fund structures, portfolios, and where to obtain key information for diligence requests.
- Support the tracking of internal KPIs and metrics to track business growth and reporting to senior management.
- Assist and manage inbound requests including various projects and analyses for the private wealth and Group teams.
- Team player with a strong work ethic and an interest in private markets and/or private wealth.
- Strong project management skills.
- Ability to work independently while being a collaborative team player.
- Highly organized and self-directed individual who pays close attention to detail and can multi-task among various projects.
- Committed to meeting deadlines and progressing workstreams across multiple teams.
- Effective and clear communication skills, both verbally and written, with all levels of personnel, both internal and external.
- Strong problem-solving capabilities with proven track record of leading projects and initiatives from beginning to end.
- Highly motivated, ambitious, individual with a growth mindset that flourishes in a challenging, fast-paced, and professional environment with frequent shifts of priorities as business needs dictate.
- Support the on-going diligence of distributors and platforms.
- Proficiency with Microsoft Excel, Word, PowerPoint, and Copilot.