Service Process Trainee supporting financial advisors and clients at Ameriprise India. Responsible for processing service requests and coordinating communication effectively.
About the role
- Operations Analyst facilitating real estate transactions for investment management firm. Responsible for coordinating and resolving issues during investment life cycle with compliance and counterparties.
Responsibilities
- Communicate with internal and external counterparties such as borrowers, banks, attorneys, and other vendors to answer questions and resolve any issues throughout the investment life cycle.
- Research and determine operational needs for potential investments
- Coordinate a smooth closing process so all investments are funded on schedule
- Resolve any operational issues that arise during the investment process
- Work with Real Estate investment team to research and source new investment opportunities
- Monitor investment performance after closing and assist with any requests
- Manage internal workflow progression and Pipeline status updates to ensure various internal teams are fully prepared ahead of scheduled closes.
- Participate regularly in weekly closing meetings, funding pipeline calls, and deal-specific working sessions to ensure operational readiness across internal teams.
- Address and resolve various internal and external queries related to funding, documentation, deal data, and operational workflows.
- Support KYC/AML onboarding and refresh cycles across new borrowers, counterparties, and legal entities by collecting required documents, coordinating with internal Compliance, and ensuring timely submission.
- Navigate and manage multiple internal proprietary systems (i.e. pipeline) critical to Arena’s deal execution and servicing processes.
- Maintain organized deal folders across internal systems ensuring all closing documents, updated agreements, and funding materials are saved in the correct locations.
- Gather all required internal approvals and submit finalized documents for execution through DocuSign.
Requirements
- Bachelor’s degree ideally in a quantitative area (e.g., finance, economics, accounting, engineering)
- Experience with financial products is preferred but not necessary
- Excellent communication, time-management, and computer skills including use of Word and Excel
- Strong attention to detail
- Advanced math and calculation skills
- The highest level of personal integrity and ethical standards.
- A positive attitude, strong work ethic and a desire to work collaboratively across the organization.
Benefits
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Short Term & Long Term Disability
- Training & Development
- Free Food & Snacks
- Wellness Resources
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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