Associate, Fund Ops
2 weeks ago
POSITION PURPOSE:
The Partner Solutions Group is seeking an Associate to manage the day-to-day interactions with the Japan, Private Wealth, Global Partner distribution teams, as well as fund administration vendors. The Associate will interface across multiple departments to communicate time-sensitive, proprietary information to each of our partners. This person will be the main point of contact for internal and external communications regarding product-specific operational inquiries.
This position is best suited for candidates who excel in fast paced, collaborative work environments. You will work closely with the Legal, Compliance, Fund Accounting, Tax, Marketing, IT, and Internal Audit.
KEY RESPONSIBILITIES:
Manage daily requests for a specific fund or funds from internal sales team members, firms, investors, partners and other internal parties
Support internal and external stakeholders with on-boarding, account opening, maintenance requests, capital calls, distribution requests, reporting and other transactions.
Oversee several vendors utilized as part of the partner and investor on-boarding, reporting and communication process, as well as represent CIM in a professional and collaborative manner.
Speak comfortably and confidently with advisors, firms, and investors.
Escalate issues to the manager as they arise.
Interface with internal departments such as, Legal, Compliance, Fund Accounting, Tax, Marketing, IT, and Internal Audit.
Monitor recurring requests, analyze reports, follow and maintain proper procedures and processes that preserve privacy, reporting and regulatory requirements.
Work with Custodians to reconcile positions and transactions
EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
Bachelor’s degree (preferably Finance, Economics, Accounting or Business)
2+ years relevant experience in the investment management or financial services industry with a focus on investor relations
Series 7/63 or Series 99 licensing required or willing to obtain within 6 months
ABOUT YOU:
Communication Skills Requirements
Ability to read, analyze and interpret complex document
Ability to respond effectively to sensitive inquiries or complaints in written and verbal format to a wide range of audiences
Ability to effectively interact with both internal and external parties on complicated topics and sensitive matters
Technical Skill Requirements:
Demonstrated competence with Microsoft Office including Outlook, Excel, PowerPoint, Word, SharePoint and Teams
Preferred experience with Salesforce
Ability to prioritize varying requests, and manage a variety of responsibilities
Product knowledge and ownership
#CH-L1
CIM does not accept unsolicited resumes from Agencies. Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid. If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team.
#J-18808-Ljbffr
-
Construction Project Manager Co-op
Found in: Talent US C2 - 1 day ago
Phoenix, United States ARCO Full timeJob Description ABOUT YOU Are you a passionate problem solver? Do you act with integrity and hold yourself and others to the highest standard? If the answer is, “Yes!” then we have an opportunity that will impress you. Who are we? We are ARCO, a Family of Construction Companies. We are looking for our Fall Co-ops (full-time working hours...
-
Construction Project Manager Co-op
6 days ago
Phoenix, United States ARCO a Family of Construction Companies Full timeABOUT YOU: Are you a passionate problem solver? Do you act with integrity and hold yourself and others to the highest standard? If the answer is, Yes! then we have an opportunity that will impress you. Who are we? We are ARCO, a Family of Construction Companies. We are looking for our Fall Co-ops (full-time working hours starting in January 2025 through...
-
Construction Project Manager Co-op
Found in: Resume Library US A2 - 2 weeks ago
Phoenix, Arizona, United States ARCO a Family of Construction Companies Full timeABOUT YOU: Are you a passionate problem solver? Do you act with integrity and hold yourself and others to the highest standard? If the answer is, “Yes!” then we have an opportunity that will impress you. Who are we? We are ARCO, a Family of Construction Companies. We are looking for our Fall Co-ops (full-time working hours starting in January 2025...
-
Client Relationship Associate
3 days ago
Phoenix, United States Randstad North America, Inc. Full time\t. Serves as the initial point of contact for clients. Responds to requests for investment, fund, and account information. Resolves general account issues.\t. Follows standardized processes to complete monetary and administrative transaction Relationship Associate, Client Relations, Relationship, Associate, Business Services, Staffing
-
Sales Associate
8 hours ago
Phoenix, United States Prepass Full timeAbout PrePassPrePass® is North America's most utilized and technologically advanced weigh station bypass and toll payment platform. Proven PrePass technologies enable safe, qualified motor carriers to bypass inspection facilities at highway speeds, saving them time, fuel, and money while reducing emissions. As the only provider to offer bypass and tolling...
-
Sales Associate
2 days ago
Phoenix, United States PrePass, LLC Full timeJob DescriptionJob DescriptionAbout PrePassPrePass® is North America's most utilized and technologically advanced weigh station bypass and toll payment platform. Proven PrePass technologies enable safe, qualified motor carriers to bypass inspection facilities at highway speeds, saving them time, fuel, and money while reducing emissions. As the only...
-
Sales Associate
Found in: Talent US C2 - 3 days ago
Phoenix, United States PrePass, LLC Full timeAbout PrePassPrePass® is North America's most utilized and technologically advanced weigh station bypass and toll payment platform. Proven PrePass technologies enable safe, qualified motor carriers to bypass inspection facilities at highway speeds, saving them time, fuel, and money while reducing emissions. As the only provider to offer bypass and tolling...
-
Phoenix, United States Mayo Clinic Health System Full timeResponsibilities Mayo Clinic Comprehensive Cancer Center-Arizona (MCCCC-Arizona) seeks an accomplished community outreach professional and researcher with a record of successful community engagement in a cancer center setting. The Associate Director, Community Outreach and Engagement (AD-COE) will have a scholarly record of collaboration in community...
-
Surgery Coordinator
5 days ago
Phoenix, United States American Vision Partners Full timeCompany Intro: At **American Vision Partners (AVP)**, we partner with the most respected ophthalmology practices in the country and integrate best-in-class management systems, operational infrastructure, and advanced technology to provide the highest quality patient care possible. Our practices include Barnet Dulaney Perkins Eye Center, Southwestern Eye...
-
Customer Success Associate
2 days ago
Phoenix, United States PrePass, LLC Full timeJob DescriptionJob DescriptionAbout PrePassPrePass® is North America's most utilized and technologically advanced weigh station bypass and toll payment platform. Proven PrePass technologies enable safe, qualified motor carriers to bypass inspection facilities at highway speeds, saving them time, fuel, and money while reducing emissions. As the only...
-
Sales Associate
Found in: Resume Library US A2 - 3 days ago
Phoenix, Arizona, United States PrePass, LLC Full timeAbout PrePass PrePass® is North America's most utilized and technologically advanced weigh station bypass and toll payment platform. Proven PrePass technologies enable safe, qualified motor carriers to bypass inspection facilities at highway speeds, saving them time, fuel, and money while reducing emissions. As the only provider to offer bypass and tolling...
-
Internal Ops Technician
Found in: Talent US C2 - 1 day ago
Phoenix, United States Blue Cross Blue Shield of Arizona Full timeJob Description Awarded a Healthiest Employer, Blue Cross Blue Shield of Arizona aims to fulfill its mission to inspire health and make it easy. AZ Blue offers a variety of health insurance products and services to meet the diverse needs of individuals, families, and small and large businesses as well as providing information and tools to help...
-
Customer Success Associate
Found in: Resume Library US A2 - 3 days ago
Phoenix, Arizona, United States PrePass, LLC Full timeAbout PrePass PrePass® is North America's most utilized and technologically advanced weigh station bypass and toll payment platform. Proven PrePass technologies enable safe, qualified motor carriers to bypass inspection facilities at highway speeds, saving them time, fuel, and money while reducing emissions. As the only provider to offer bypass and...
-
Scrub Tech
Found in: Lensa US P 2 C2 - 3 weeks ago
Phoenix, United States American Vision Partners Full timeCompany Intro: At American Vision Partners (AVP), we partner with the most respected ophthalmology practices in the country and integrate best-in-class management systems, operational infrastructure, and advanced technology to provide the highest quality patient care possible. Our practices include Barnet Dulaney Perkins Eye Center, Southwestern Eye Center,...
-
Surgery Coordinator
Found in: Resume Library US A2 - 6 days ago
Phoenix, Arizona, United States American Vision Partners Full timeCompany Intro: At American Vision Partners (AVP), we partner with the most respected ophthalmology practices in the country and integrate best-in-class management systems, operational infrastructure, and advanced technology to provide the highest quality patient care possible. Our practices include Barnet Dulaney Perkins Eye Center, Southwestern Eye Center,...
-
Scrub Tech
Found in: Talent US C2 - 2 weeks ago
Phoenix, United States American Vision Partners Full timeOverview As a Surgery Scrub Technician, your strong detail orientation and multi-tasking skills will be valuable in our fast-paced, high-volume environment. You will utilize your knowledge and skills to support all surgeries including pre-op preparation, patient transportation, sterilization, patient discharge, as well as other support duties. ...
-
Community Association Manager
2 days ago
Phoenix, United States RealManage Full timeOverview: How would you like to work for a technology-based HOA management company that is growing rapidly, offers opportunities to advance your career, and has a company culture that truly supports its team members? We are a company that understands and appreciates your professionalism and hard work. We are a company that provides support with a Manager...
-
Community Association Manager
2 weeks ago
Phoenix, United States RealManage Full timeOverview: How would you like to work for a technology-based HOA management company that is growing rapidly, offers opportunities to advance your career, and has a company culture that truly supports its team members? We are a company that understands and appreciates your professionalism and hard work. We are a company that provides support with a Manager...
-
Client Associate
Found in: beBee jobs US - 2 weeks ago
Phoenix, Arizona, United States Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?Join a solid nationally ranked, top-tier financial advisor team in our Phoenix office. Become a partner and grow with one of our nation's top advisory practices. Some industry experience is of value however, not a prerequisite for this position. If you have experience providing excellent client service, work...
-
Associate Patient Care Coordinator
5 days ago
Phoenix, United States Optum Full time**$2,000 SIGN ON BONUS FOR EXTERNAL APPLICANTS** Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data, and resources they need to feel their best. Here, you will...