Analyst, Shareholder Services
About The Position
The Analyst will join the Firm's growing Investor Communications (“IC”) Department which serves as a key point of contact to the Firm’s investor base. This role requires a motivated individual with a proactive approach, ability to manage tight reporting deadlines and strong attention to detail. Responsibilities include but are not limited to: Helping to facilitate the processing of new investor subscriptions, redemptions and transfers of interest by the Firm’s third-party transfer agent. This responsibility includes the coordination of communication between internal teams and high net worth individuals / wealth managers / wirehouse operations groups Relationship manager for assigned RIA and Broker-Dealer operational contacts Responding timely to client inquiries and interacting with external third parties Liaising with internal departments including BDC Fund Accounting, Tax, Legal, and the Investor Partners Group Corresponding daily with internal teams on day-to-day and ad-hoc activity Facilitate collaboration with our Technology Solutions Team to drive system enhancement initiatives Leading or supporting initiatives such as onboarding new wirehouse clients, custom reporting and onboarding platform integrations Engage closely with third-party onboarding vendors and transfer agents to effectively navigate and optimize their processes Ad-hoc Investor Communications projects
Requirements
- Bachelor’s degree required
- 2+ years of relevant work experience
- Proficient in MS Office products, specifically Word and Excel
- Technical skills and financial background a strong plus
- Knowledge of Microsoft Dynamics CRM a plus
- Relationship and project management experience preferred
- Excellent organizational and prioritization skills
- Meticulous attention to detail and accuracy
- Demonstrated ability to meet deliverables, learn quickly and independently and improve processes
- Enthusiastic about working in office and creating a Gold Standard hybrid work culture
Nice To Haves
- Technical skills and financial background a strong plus
- Knowledge of Microsoft Dynamics CRM a plus
- Relationship and project management experience preferred
Responsibilities
- Helping to facilitate the processing of new investor subscriptions, redemptions and transfers of interest by the Firm’s third-party transfer agent.
- Relationship manager for assigned RIA and Broker-Dealer operational contacts
- Responding timely to client inquiries and interacting with external third parties
- Liaising with internal departments including BDC Fund Accounting, Tax, Legal, and the Investor Partners Group
- Corresponding daily with internal teams on day-to-day and ad-hoc activity
- Facilitate collaboration with our Technology Solutions Team to drive system enhancement initiatives
- Leading or supporting initiatives such as onboarding new wirehouse clients, custom reporting and onboarding platform integrations
- Engage closely with third-party onboarding vendors and transfer agents to effectively navigate and optimize their processes
- Ad-hoc Investor Communications projects
Benefits
- full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1,001-5,000 employees
