Analyst, Fund Operations

CIM Group, LP • Phoenix, AZ

69d

About The Position

The Global Client Group is seeking an Analyst to support the day-to-day interactions with Japan, Private Wealth, and Institutional Partner distribution teams, as well as fund administration vendors. The Analyst will interface across multiple departments to communicate time-sensitive, proprietary information to each of our partners. This person will support the team and serve as a point of contact for internal and external communications regarding product-specific operational inquiries.

Requirements

• Bachelor’s degree (preferably Finance, Economics, Accounting or Business)
• Minimum of 1 year of experience within a service or client support role
• FINRA licensed is a plus

Nice To Haves

• Strong analytical, organizational and time management skills.
• High energy, self-motivated and confident.
• Foundational understanding of the finance industry, key terms, and account types.
• Experience working in a client service environment.
• Client first mindset with the ability to effectively communicate.
• Attention to details and the ability to prioritize effectively to meet deadlines.

Responsibilities

• Manage requests for a specific Fund, strategy or process across internal and external parties in a timely manner.
• Support and strengthen relationships with advisors by providing high level of service through written and verbal interactions.
• Support the Fund Operations Team with key deliverables.
• Use resources to research issues as they arise, consult with Fund Operations, sales, and management team on potential solutions. Escalate to leadership as needed.
• Monitor inboxes for service requests from internal and external teams, process and track outstanding items to determine prioritization and ensure completion in a timely manner.
• Follow documented procedures and propose new ideas to enhance relationships, and fulfill advisor and broker/dealer short- and long‐term expectations.
• Identify areas of opportunity to enhance the overall client experience.
• Assist other fund operations team members as needed.

Benefits

• A variety of Medical, dental, and vision benefit plans
• Health Savings Account with a generous employer contribution
• Company paid life and disability insurance
• 401(k) savings plan, with company match
• Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave
• Up to 16 hours of volunteer time off
• Up to 16 weeks of Paid Parental Leave
• Ongoing professional development programs
• Wellness program, including monthly and quarterly prizes
• And more!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees