Institutional Services Analyst
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About The Position
First Eagle Investments is seeking an Institutional Services Analyst to join our Institutional and International Wealth Management (IWM) team, to support our business development and client service efforts. The analyst will provide support to the Head of Institutional and IWM Services, contribute to the team's core operations, and provide assistance on projects that focus on process improvement and automation. This position will provide broad exposure to our institutional investment management business and our investment strategies. The role involves providing assistance on projects to institutionalize and build processes, as well as ad-hoc improvement projects. This includes monitoring project schedules, budgets, and deliverables, and tracking progress to meet deadlines. The analyst will also support the Head of Institutional and IWM Services with onboarding and offboarding of major client relationships, handling complex client requests, and managing Investment Management Agreements, side letters, Subscription Agreements, and Amendments. Additionally, the analyst will focus on process efficiency for all required data and documents while tracking existing contractual obligations. Responsibilities also include creating, documenting, and maintaining Institutional and IWM Services procedures, managing client details and service requests in Salesforce, and coordinating with relevant internal teams such as Sales, Portfolio Operations, Investor Relations, Finance, Legal, and Compliance to support client requests and project deliverables. The analyst will assist with meeting organization and support for internal and external parties, and provide backup on day-to-day operations, including subscription and redemption processes for separate accounts, mutual funds, and private funds, as well as team flows, client onboardings, and terminations.
