Operations Analyst
+SUBSCRIBE®
full-time
Posted on:
Location Type: Remote
Location: New York • United States
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About the role
- 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
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
MS ExcelPowerPointAdobe
Soft Skills
client service orientationability to manage multiple competing prioritiesability to work in a fast paced environmentoral communication skillswritten communication skillsinterpersonal communication skills
Certifications
Bachelor's degree in economicsBachelor's degree in financeBachelor's degree in related discipline