Asset & Wealth Management - Operations - Fund Services - Analyst

3 weeks ago


New York, United States Constantin Control Associates LP Full time $33
Job DescriptionJob Description

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

  • New York, United States Spectraforce Technologies Full time

    Job Title: Asset & Wealth Management - Operations - Fund Services - Analyst Location: New York, NY Duration: 8 Months 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...


  • New York, New York, United States tapwage Full time

    At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it's...


  • New York, New York, United States Soros Fund Management Full time

    About the RoleSoros Fund Management LLC is seeking a highly skilled Fund Accounting Analyst to join our team. As a Fund Accounting Analyst, you will play a critical role in ensuring the accuracy and integrity of our financial reporting.Key ResponsibilitiesReview and analyze financial data to ensure accuracy and completenessPrepare and review financial...


  • New York, New York, United States Soros Fund Management Full time

    About the RoleSoros Fund Management LLC is seeking a highly skilled Fund Accounting Analyst to join our team. As a Fund Accounting Analyst, you will play a critical role in ensuring the accuracy and integrity of our financial reporting.Key ResponsibilitiesReview and analyze financial data to ensure accuracy and completenessPrepare and review financial...


  • New York, United States Genesis10 Full time

    Genesis10 is currently seeking a Business Analyst with Private Wealth industry knowledge with our client in their New York, NY location. This is a 6-12+ month contract position and requires 2 days/week hybrid onsite in Midtown, NYC. Summary: We are looking for a self-directed, experienced business analyst with strong private wealth and/or asset management...


  • New York, United States Genesis10 Full time

    Genesis10 is currently seeking a Business Analyst with Private Wealth industry knowledge with our client in their New York, NY location. This is a 6-12+ month contract position and requires 2 days/week hybrid onsite in Midtown, NYC. Summary: We are looking for a self-directed, experienced business analyst with strong private wealth and/or asset management...


  • New York, New York, United States Goldman Sachs Full time

    Position: Quantitative Analyst in Private Wealth ManagementAre you ready to engage in a pivotal role within the financial sector? As a Quantitative Analyst, you will be essential in addressing complex challenges through advanced analytical techniques. If you possess a robust foundation in mathematics, programming, and analytical reasoning, this position may...


  • New York, New York, United States Brookfield Asset Management Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Real Estate Investment Manager to join our team at Brookfield Asset Management. As a key member of our Diligence Management team, you will play a critical role in managing the end-to-end fund due diligence process for our various private funds.Key ResponsibilitiesOversee and quality control...


  • New York, New York, United States Goldman Sachs Full time

    Position: Quantitative Analyst in Private Wealth ManagementAre you ready to make a significant impact in the financial sector? As a Quantitative Analyst within our Private Wealth Management division, you will be pivotal in addressing complex challenges through advanced analytical techniques. Your expertise in mathematics, programming, and analytical...


  • New York, New York, United States Soros Fund Management Full time

    Company Overview Soros Fund Management LLC (SFM) operates as a family office managing approximately $26 billion in net assets. The majority of these assets are allocated on behalf of the Open Society Foundations (OSF), a prominent charitable organization founded by George Soros, dedicated to supporting civil society initiatives globally and advocating for...


  • New York, United States Fitch Group Full time

    At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to have a real impact. We embrace diversity and appreciate authenticity encouraging an environment where employees can be their true selves. Our inclusive and...


  • New York, United States Stellar Management Full time

    Job DescriptionJob DescriptionDescriptionASSET MANAGEMENT ANALYST for STELLAR MANAGEMENT Stellar Management is looking for entry level Asset Management Analyst. The Analyst will have the opportunity to work on multifamily, office, and retail real estate equity and debt investments, primarily in New York City.  The Analyst will support the Asset Management...


  • New York, New York, United States Goldman Sachs Full time

    Position: Quantitative Analyst in Private Wealth Management and RiskAre you ready to engage in a role that significantly impacts the financial landscape? As a Quantitative Analyst, you will be at the heart of our analytical efforts, addressing complex challenges through advanced quantitative techniques. Your expertise in mathematics, programming, and...


  • New York, United States The Goldman Sachs Group, Inc. Full time

    YOUR IMPACT The Managed Strategies Team within Asset & Wealth Management (AWM) is responsible for all discretionary solutions offerings for PWM clients. The team provides clients with liquid, bespoke, actively managed investment opportunities via s Portfolio Manager, Management, Trader, Wealth, Analyst, Portfolio


  • New York, United States Stellar Management Full time

    ASSET MANAGEMENT ANALYST for STELLAR MANAGEMENTStellar Management is looking for entry level Asset Management Analyst. The Analyst will have the opportunity to work on multifamily, office, and retail real estate equity and debt investments, primarily in New York City. The Analyst will support the Asset Management team in all disciplines of the real estate...


  • New York, New York, United States Brookfield Asset Management Full time

    About the RoleWe are seeking a highly motivated and experienced Treasury Analyst or Manager to join our Finance and Operations team at Brookfield Asset Management. This is a unique opportunity to work in a dynamic environment and contribute to the success of our global business.Key ResponsibilitiesCash Management: Assist in the management of over 1,900 bank...


  • New York, United States GSG Wealth Management Full time

    General Responsibilities GSG Wealth Management is a comprehensive financial planning firm seeking a Portfolio Manager and Financial Analyst. In this role, the professional will implement our duty of care to clients by providing expertise in complex investment/planning and implementing our portfolio management strategies and processes. Along with 14 other...

  • Senior Analyst

    2 months ago


    New York, United States Brookfield Asset Management Full time

    Location Brookfield Place New York - 250 Vesey Street, 15th Floor Brookfield Culture Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through...


  • New York, United States Goldman Sachs Full time

    Goldman Sachs Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting...

  • Executive Assistant

    2 months ago


    New York, United States Hedge Fund Full time

    Job DescriptionJob DescriptionBoutique Financial Services has a Hybrid role providing comprehensive administrative support to the Wealth Management Team Heavy client interaction with HNWIs - Offer current and future assistanceCoordinate eventsCollaborate with other executive assistants on a global scale to schedule priority meetings and accommodate...