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Asset Management Operations Analyst
2 months ago
AppleOne is seeking a dedicated operations analyst to enhance our Asset Management team. The successful candidate will play a pivotal role in providing comprehensive operational support across our fund complex.
The responsibilities of the Fund Management team can be categorized into four key areas: event management, investment operations, board governance, and vendor oversight.
Key Responsibilities:
- Lead the project management for launching new investment products and exploring distribution opportunities.
- Manage change events, restructures, and terminations throughout the lifecycle of our funds.
- Enhance strategic workflow systems to improve control over launch and change events.
- Act as the primary contact for fund-related inquiries and resolutions.
- Provide risk management oversight for specialized support models associated with funds on our platform.
- Coordinate meetings, prepare agendas, arrange presenters, compile materials, liaise with directors, and facilitate meetings for the fund's boards.
- Conduct expense analysis to optimize financial benefits concerning fund service providers.
Qualifications:
- Bachelor's or Master's degree in finance, business, or a related discipline.
- Exceptional verbal and written communication abilities.
- Self-driven with the capacity to work independently while collaborating effectively.
- Strong commitment to excellence and integrity.
- Solid understanding of financial instruments and proficient in technology.
- Able to meet tight deadlines, manage multiple tasks in a dynamic environment, and maintain composure under pressure.
- 0-3 years of experience in banking operations.
- Well-honed organizational skills.
AppleOne is an equal opportunity employer and values diversity in the workplace. We are committed to providing reasonable accommodations to individuals with disabilities throughout the employment process.
