Fund Relationship Analyst

Join to apply for the Fund Relationship Analyst role at KBW Financial Staffing & Recruiting

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Join to apply for the Fund Relationship Analyst role at KBW Financial Staffing & Recruiting

• Coordinate client and administrative aspects of onboarding/offboarding of fund investors
• Contribute to fund investor specific projects, including system enhancements and process improvements
• Coordinate new deliverables via the delivery management platform and/or with Fund Reporting team including documentation of procedures
• Oversee coordination of fund-related queries (e.g., swing pricing, tax, reporting, statements/performance)
• Communicate fund-related information to investors
• Provide support to fund investors for client portal access, password resets etc.
• Complete recurring tasks such as operational due diligence questionnaires and requests for information
• Oversee recurring deliverables with regards to fund data management oversight
• Coordinate fund data requirements with platforms and distributors
  

Boston MA
Temp to Perm
$35-$40 per hour
Hybrid- 4 in office
Responsibilities

• Coordinate client and administrative aspects of onboarding/offboarding of fund investors
• Contribute to fund investor specific projects, including system enhancements and process improvements
• Coordinate new deliverables via the delivery management platform and/or with Fund Reporting team including documentation of procedures
• Oversee coordination of fund-related queries (e.g., swing pricing, tax, reporting, statements/performance)
• Communicate fund-related information to investors
• Provide support to fund investors for client portal access, password resets etc.
• Support fund documentation changes
• Complete recurring tasks such as operational due diligence questionnaires and requests for information
• Oversee recurring deliverables with regards to fund data management oversight
• Coordinate fund data requirements with platforms and distributors
  

Qualifications

• Minimum 2 years of experience, ideally in the investment management industry, in areas of client service or operations
• Strong relationship building and collaboration skills and the curiosity to learn
• Sound business judgement and the ability to synthesize complex issues and effectively balance competing objectives and risks, and the ability to think creatively to solve business problems for clients
• Strong communication and presentation skills
• Project management skills, influencing, team-orientation, consensus building, and strong quantitative, written and verbal communication skills
• A college degree is required
  

If you are interested in learning more, please reach out to:
KBW789
*MONKBW*

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Staffing and Recruiting

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