Analyst, US Client Services

Ares Management Corporation•Denver, CO

7d•$65,000 - $80,000

About The Position

This is a blended Client Services Operations and Data Analyst position within Ares Wealth Management Solutions (AWMS). The role supports the Client Services department across investor servicing, transfer agency oversight, and data operations, with an emphasis on data integrity, workflow coordination, and cross-functional execution. The Analyst helps coordinate complex, overlapping processing cycles—including subscriptions, redemptions, distributions, commissions, and tax reporting—while validating data, responding to internal data requests, and identifying opportunities to improve processes through technology and automation. The position requires strong organization and analytical skills, and the ability to work collaboratively in a fast-paced environment. The role offers exposure to a broad range of operational, data, and technology initiatives across AWMS. It is suited to someone who enjoys combining execution, data analysis, and process improvement while partnering with cross-functional teams to deliver high-quality client outcomes.

Requirements

Bachelor’s degree required.
1–3 years of experience in operations, client services, data analytics, project management, or a related function within financial services.
Advanced proficiency in Microsoft Excel.
Strong analytical, organizational, and problem-solving skills.
Excellent written and verbal communication skills.
Ability to manage multiple priorities and meet deadlines during periods of heightened activity.
Highly organized self-starter able to work independently and collaboratively.
Comfort navigating ambiguity in a dynamic, fast-paced environment.

Nice To Haves

Experience with data or workflow tools such as Tableau, Salesforce, Alteryx, or similar platforms.
Familiarity with alternative investment products, transfer agency processes, or fund operations.
Experience supporting tax reporting, investor reporting, or regulatory-driven operational cycles.

Responsibilities

Develop, implement, and maintain workflow management tools for tracking recurring processes, deadlines, and ad hoc initiatives across the AWMS Client Services team.
Coordinate operational timelines for subscriptions, redemptions, distributions, commissions, and reporting cycles.
Serve as a central contact for internal stakeholders and external vendors, including transfer agents, technology providers, and broker-dealers, supporting timely communication and issue resolution.
Organize and facilitate recurring team meetings, status reporting, and documentation.
Lead or support validation of recurring data processes, identify discrepancies, and work with internal teams and external vendors to resolve them.
Respond to internal data requests, including AUM reporting, DDQs, and ad hoc analytics.
Maintain data integrity during key reporting cycles and liaise among Client Services, Technology, Accounting, and external service providers.
Coordinate and support year-end tax reporting across multiple products, including validation of data received from transfer agents.
Assist with tax form accuracy, delivery tracking, and internal education on tax-related questions.
Support ongoing data quality management to reduce remediation and complexity during quarter-end and year-end reporting.
Identify opportunities to improve, streamline, or automate operational and data processes.
Partner with internal technology teams to enhance reporting, workflow, and data validation tools.
Assist with documenting and maintaining procedures, reference materials, and process libraries.