Analyst (or Junior Analyst), Investor Services

Position Information

Hiring Manager:

Associate

Department:

Investor Communications

Position Responsibilities

The Analyst (or Junior Analyst) will join the Firm's growing Investor Communications (“IC”) Department which serves as a key point of contact to the Firm’s investor base. This role requires a motivated individual with a proactive approach to working with other team members and departments, ability to manage tight reporting deadlines and strong attention to detail.

The Analyst (or Junior Analyst) responsibilities will include but not limited to:

• Processing new investor subscriptions and transfers of interest including the coordination of communication between internal teams and high net worth individuals / wealth managers
• Relationship manager for assigned wealth manager operational contacts
• Responding to client inquiries and interacting with external third parties
• Corresponding daily with internal teams (Fund Accounting, Tax, Compliance, Operations, Treasury and the Investor Partners Group) on day-to-day and ad-hoc activity
• Facilitate collaboration with our Technology Solutions Team to drive system enhancement initiatives
• Engage closely with third-party onboarding vendors and transfer agents to effectively navigate and optimize their processes
• Ad-hoc Investor Communications projects

Candidate Requirements

Qualifications & Experience:

• Bachelor’s degree
• 1+ years of relevant work experience
• Proficient in MS Office products, specifically Word and Excel
• Technical skills and financial background a strong plus
• Knowledge of Microsoft Dynamics CRM a plus
• Relationship and project management experience preferred
• Excellent organizational and prioritization skills
• Meticulous attention to detail and accuracy
• Demonstrated ability to meet deliverables, learn quickly and independently and improve processes
• Demonstrated ability to work well both independently and as part of a team
• Abide by our work-in-office policy then in effect

Critical Competencies for Success

Our Gold Standards Model defines key behaviors and competencies across 4 dimensions:  Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together.

• Leadership:  Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.
• Achieving Results:  Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow.
• Thinking Critically:  Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance.
• Personal Effectiveness:  Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.

The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.

• Industry Knowledge:  Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications.
• Technical Communication and Documentation:  Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience.
• Investor Data Governance:  Follows appropriate policies and procedures to enter and manage investor data, including evaluating issues with investor data and taking appropriate steps to address them and communicating with others regarding investor data governance to ensure accuracy and integrity.
• Investor Management:  Handles or manages investor onboarding, reporting and inquiries. Understands how to prepare and check reports, gather subscription-related data from investors (e.g., legal documentation) and answer investor inquiries regarding onboarding, subscriptions and reports.
• Tax and AML Regulatory Compliance:  Complies with tax