Hybrid Senior Analyst, Client Account Services – Alternative Investments

Posted 2 weeks ago

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About the role

  • Liaise with the Transfer Agent to ensure accurate processing of activity and escalate issues internally and externally as needed.
  • Coordinate the onboarding process for new intermediaries and service providers.
  • Efficiently navigate alternative technology platforms to ensure timely trade reconciliation and effective problem resolution for enhanced advisory services.
  • Resolve operational problems efficiently and effectively.
  • Work with complex concepts and products in a dynamic environment with ambiguous situations.
  • Develop and maintain detailed written procedures and continuously improve initiatives to enhance operational efficiency.
  • Lead projects to implement strategic changes and improve our service model and workflow.
  • Analyze data from the Transfer Agent and offer creative solutions to emerging problems.
  • Develop expertise in all investment products and fulfill requests within the scope of the role.
  • Support the oversight of Transfer Agent activities and document procedures and processes.
  • Capture Transfer Agent data for operations reporting and maintain accountability to deadlines.
  • Engage in direct, open, and progressive conversations with management and partners across the firm.
  • Support ongoing custodian and intermediary relationships.

Requirements

  • Bachelor's degree or the equivalent combination of education and relevant experience
  • 5+ years of total relevant work experience
  • At least 1+ year of related alternative investment experience
  • Experience working with an outsourced Transfer Agent
  • Transfer Agent, Intermediary and complex product launch experience
  • Strong detail orientation with professional verbal and written communication skills
  • Ability to engage in direct conversations with senior leaders and partners

Benefits

  • Competitive compensation
  • Annual bonus eligibility
  • A generous retirement plan
  • Hybrid work schedule
  • Health and wellness benefits, including online therapy
  • Paid time off for vacation, illness, medical appointments, and volunteering days
  • Family care resources, including fertility and adoption benefits

Job title

Senior Analyst, Client Account Services – Alternative Investments

Job type

Experience level

Senior

Salary

$78,000 - $133,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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