обновлено 4 дня назад
Transactional Operations, Investor Servicing - Analyst
60 000 - 70 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Transactional Operations, Investor Servicing - Analyst (Financial Services): Supporting investor account maintenance, AML updates, and client servicing for feeder funds with an accent on operational accuracy, stakeholder coordination, and investor lifecycle support. Focus on managing white-label movements, liaising with administrators and internal teams, and collaborating with Technology to improve the proprietary platform.
Location: Salt Lake City, Utah, United States; office-based Monday through Thursday with remote flexibility on Friday
Salary: $60,000–$70,000 per year, plus equity for full-time employees and an annual performance bonus
Company
supports investors, financial advisors, fund managers, distributors, administrators, and internal stakeholders through its investment technology platform and operational services.
What you will do
- Support account maintenance for feeder funds and provide light operational support for direct funds.
- Assist clients with account maintenance updates, white-label movements, and AML collection and updates.
- Provide ongoing client support and coordinate with internal groups and external administrators.
- Support fund managers and distributors serving their clients.
- Collaborate with Technology to improve the user experience of the proprietary platform.
Requirements
- Bachelor’s degree in a related field.
- 0–2 years of experience in financial services, fund administration, client service, or alternative investments.
- Excellent organization, attention to detail, and communication skills.
- Ability to meet deadlines, work under pressure, multitask, and work independently or collaboratively.
- Proficiency with Microsoft Office applications, including Word, PowerPoint, and Excel.
- Interest or knowledge in technology.
Culture & Benefits
- Fast-paced, collaborative, and entrepreneurial working environment.
- Comprehensive benefits package with an employer-matched retirement plan.
- Subsidized healthcare, employer-paid dental and vision coverage, telemedicine, and virtual mental health counseling.
- Parental leave and unlimited paid time off.
- Hybrid schedule with remote work flexibility on Fridays.
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