Operations Analyst

May 22, 2023

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Alternative Investments • Technology • Finance • Engineering • privateequity

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Description

• Prepare Subscription Documents for digitization in the platform • Support existing clients with Fund and Offering updates • Drive successful client outcomes by assisting clients throughout the transaction process (including subscriptions, transfers, and redemptions) and managing fund closings • Build and nurture relationships with new and existing fund managers and clients • Liaise with clients on user experience of the platform; partner with the technology team to enhance client experience • Develop new processes to further automate client workflows and create a seamless experience • Work cross functionally with various teams including Sales, Client Support and Technology teams to appropriately respond to inbound requests and questions • Additional responsibilities will be determined based on capacity, skill, and interest

Requirements

• Bachelor's degree in economics, finance, or a related discipline • Strong client service orientation with the ability to manage multiple competing priorities • Advanced MS Excel, PowerPoint, Adobe, general technological literacy (coding knowledge not necessary) • Ability to work in a very fast paced environment • Exemplary oral, written, and interpersonal communication skills

Benefits

• Competitive salary • Health insurance • Retirement benefits • Paid time off • Flexible schedule