KBW Financial Staffing & Recruiting
Fund Relationship Analyst
KBW Financial Staffing & Recruiting, Boston, Massachusetts, us, 02298
Join to apply for the
Fund Relationship Analyst
role at
KBW Financial Staffing & Recruiting 1 week ago Be among the first 25 applicants 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: jalercio@kbwfinancial.com
KBW789
*MONKBW*
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
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Fund Relationship Analyst
role at
KBW Financial Staffing & Recruiting 1 week ago Be among the first 25 applicants 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: jalercio@kbwfinancial.com
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 Referrals increase your chances of interviewing at KBW Financial Staffing & Recruiting by 2x Get notified about new Fund Analyst jobs in
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Boston, MA $65,000.00-$150,000.00 3 weeks ago Boston, MA $45,000.00-$85,000.00 2 weeks ago Boston, MA $80,000.00-$110,000.00 11 hours ago Analyst, Data Mgmt & Analytics - Liberty Mutual Investments
Boston, MA $85,300.00-$107,800.00 5 days ago Boston, MA $75,000.00-$100,000.00 2 weeks ago Boston, MA $120,000.00-$150,000.00 2 days ago Business Analyst - Investment Data Mgmt.
Scientific Business Analyst, Scientific AI- Boston
Boston, MA $60,000.00-$110,000.00 4 weeks ago Scientific Business Analyst- Boston or Bay Area
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Risk Management Business Systems Analyst - Investment Management Technology
Scientific Business Analyst- Boston or Bay Area
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Boston, MA $121,800.00-$159,800.00 2 months ago Boston, MA $115,000.00-$120,000.00 17 hours ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr