Transactional Operations Analyst (Fintech)
Мэтч & Сопровод
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Описание вакансии
TL;DR
Transactional Operations Analyst (Fintech): Providing operational support for investor account maintenance and fund servicing with an accent on client experience and regulatory compliance. Focus on optimizing the proprietary technology platform and ensuring seamless investor lifecycle management.
Location: Salt Lake City, Utah, United States. Must work in office Monday-Thursday
Salary: $60,000 – $70,000
Company
is a financial technology firm specializing in streamlining access to alternative investments.
What you will do
- Assist high-profile fund managers and distributors with account maintenance, white label movements, and AML collection.
- Deliver ongoing client support and liaise across internal groups and external administrators.
- Collaborate with the Technology team to optimize the user experience through enhancements to the proprietary platform.
- Provide operational support for feeder funds and light support for direct funds.
Requirements
- Bachelor’s degree in a related field.
- 0-2 years of experience in financial services, preferably within fund administration, client service, or the alternative investment industry.
- Proficiency in Microsoft Office applications (Word, PowerPoint, Excel).
- Strong interpersonal, written, and verbal communication skills.
- Ability to meet deadlines and work effectively under pressure.
Culture & Benefits
- Compensation package including salary, equity for all full-time employees, and an annual performance bonus.
- Comprehensive health benefits with 100% employer-paid dental, vision, telemedicine, and mental health counseling.
- Employer-matched retirement plan.
- Unlimited paid time off (PTO) and parental leave.
- Hybrid work model with flexibility to work remotely on Fridays.
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