Transactional Operations, Investor Onboarding - Analyst / Associate (Fintech)

TL;DR

Transactional Operations, Investor Onboarding Analyst/Associate (Fintech): Providing operational support for feeder funds, including subscription processing, close management, and document remediation with an accent on ensuring a seamless experience across the investor lifecycle. Focus on optimizing the user experience through enhancements to the company’s proprietary technology platform and collaborating with fund administrators to meet SLAs.

Location: Salt Lake City, Utah, United States. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Salary: $60,000 to $80,000

Company

hirify.global is a company that provides technology solutions for alternative investments.

What you will do

• Provide dedicated support throughout initial onboarding and subsequent transactional processing for feeder funds.
• Work closely with fund administrators to ensure seamless client experience and ensure SLAs are met.
• Support high-profile fund managers and distributors in their fundraising efforts by assisting their clients through the subscription process and managing fund closings.
• Provide oversight on all transaction types for direct funds.
• Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform.

Requirements

• Bachelor’s degree in a related field.
• 1-5 years of experience in financial services, preferably within a fund administrator or client service role or the alternative investment industry.
• Experience with transactional support for alternative investments (i.e. subscriptions, transfers, and redemptions).
• A basic understanding of industry standard AML, tax, and CRS documentation and requirements.
• Excellent organizational skills and attention to detail.
• Strong interpersonal, written, and verbal communication skills.

Culture & Benefits

• Compensation package includes salary, equity for all full-time employees, and an annual performance bonus.
• Comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling.
• Parental leave and unlimited paid time off (PTO).