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
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