1 месяц назад
Client Administration Analyst (Private Equity)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Administration Analyst (Private Equity): Building and maintaining accurate investor data records while supporting client onboarding, reporting, and service communications with an accent on data stewardship, quality control, and investor information management. Focus on distributing critical client notices, navigating CRM databases, and performing user acceptance testing for firm initiatives.
Location: Bogotá, Colombia; hybrid work arrangement. Up to 18 remote workdays per quarter are available with manager approval.
Company
is a global investment firm focused on delivering solutions to clients and investing partners through a collaborative and inclusive culture.
What you will do
- Build and maintain investor data in the firm’s record-keeping system.
- Distribute critical communications to client contacts regarding cash flows, amendments, extensions, and legal notices.
- Support client onboarding, client reporting, and client service interactions.
- Provide data stewardship and accurate data entry for firm initiatives and projects.
- Perform user acceptance testing for business initiatives.
Requirements
- 0–2 years of experience in data entry, quality control, or client experience.
- Critical thinking, strong attention to detail, and organizational skills.
- Ability to work independently and collaboratively in a fast-paced, deadline-driven environment.
- Ability to navigate databases and customer relationship management systems.
- Proficiency with Microsoft Office.
- Full professional proficiency in English; the resume must be submitted in English.
- Bachelor’s degree or equivalent experience.
Nice to have
- Financial experience.
- Private equity experience.
Culture & Benefits
- Hybrid work with 18 remote workdays available per quarter, subject to manager approval.
- Collaborative, open-door, and inclusive work environment.
- Opportunities to build on existing strengths and acquire new skills and experiences.
- Emphasis on diversity, mutual respect, and innovative thinking.
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