+SUBSCRIBE®

Operations

• 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

Operations Analyst