Asset & Wealth Management - Operations - Fund Services - Analyst
3 weeks ago
Major Investment Bank located in NYC has an immediate need for a Fund Services Analyst. Below you will find the complete job description. For immediate consideration, please email me an updated resume in a Word Document to: fgalante@controlassociates.com
Asset & Wealth Management - Operations - Fund Services – Analyst
Duties:
You will effectively contribute towards the Asset & Wealth Management division product expansion initiatives by project managing fund launch and other fund change events for US and International funds.
You will work closely and develop strong working relationships with the Portfolio Management, Sales, Operations, external vendors and various Federation teams to agree product design expectations, fund features and establishing support models.
You will develop a strong understanding of our Asset Management Business, and the investment products on offer.
Your responsibilities for project managing and executing fund change events such as fund launches, terminations and other fund restructure events will include, for example:
Setting expectations for launch timelines and bringing together all internal and external working group stakeholders.
Managing the fund event workflow utilizing in-house workflow tools.
Facilitating internal systems and external system setups.
Defining and getting approval for seed capital requirements.
Obtaining internal and external fund and share class identifiers.
Ensuring fund registration & governance requirements are in place prior to fund launch.
You will lead or assist with various projects including technology initiatives to uplift our infrastructure, driving workflow scalability, improving controls and reducing time to market.
You will make a good impression by:
- Being proactive
- Being curious
- Effectively managing risk
- Building personal relationships
Skills:
- 1 – 3 years' experience range to support in new business initiatives and support for business expansion.
- Familiarity with alternative investment products, specifically private equity and hedge funds is a plus
- Attention to detail
- Time management
- Communication
- Data Analysis
- Problem solving Teamwork Project Management
- Adaptability
- Organizing
- Investigating
Education: Bachelors degree
Skills and Experience:
# of Positions: 1
Location: 200 West Street, New York, NY
Company DescriptionTop Management Consulting and Recruiting Firm Specializing in Financial ServicesCompany DescriptionTop Management Consulting and Recruiting Firm Specializing in Financial Services
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