+SUBSCRIBE®
Powering alternative investments® as the leading order management system for alternative product transactions.
Alternative Investments • Technology • Finance • Engineering • privateequity
11 - 50
Operations Analyst
May 22, 2023
🏡 Remote – Anywhere in California
+SUBSCRIBE®
Powering alternative investments® as the leading order management system for alternative product transactions.
Alternative Investments • Technology • Finance • Engineering • privateequity
11 - 50
Description
• Prepare Subscription Documents for digitization in the platform • Support existing clients with Fund and Offering updates • Drive successful client outcomes by assisting clients throughout the transaction process (including subscriptions, transfers, and redemptions) and managing fund closings • Build and nurture relationships with new and existing fund managers and clients • Liaise with clients on user experience of the platform; partner with the technology team to enhance client experience • Develop new processes to further automate client workflows and create a seamless experience • Work cross functionally with various teams including Sales, Client Support and Technology teams to appropriately respond to inbound requests and questions • Additional responsibilities will be determined based on capacity, skill, and interest
Requirements
• Bachelor's degree in economics, finance, or a related discipline • Strong client service orientation with the ability to manage multiple competing priorities • Advanced MS Excel, PowerPoint, Adobe, general technological literacy (coding knowledge not necessary) • Ability to work in a very fast paced environment • Exemplary oral, written, and interpersonal communication skills
Benefits
• Competitive salary • Health insurance • Retirement benefits • Paid time off • Flexible schedule
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