Compensation: $100,000-$130,000 + bonus
Location: Greenwich, CT
Global investment firm is seeking a Business Analyst/Investor Relations Operations to join its growing team. The Business Analyst/Investor Relations Operations Associate will be part of the Investor Relations Operations group (3ppl) and will serve primarily as a Business Analyst, bridging the gap between business process and technology and actively managing associated projects.
Highlights About the Company & Position:
- Prepare and maintain procedures, process documentation, and workflows for the team, with the goal of leveraging technologies to enhance controls and repeatability.
- Manage data quality and centralization projects with minimal oversight.
- Increase automation and workflow capabilities.
- Continuously assess processes, technologies, and data quality to define and document enhancement requirements.
- Work closely with internal stakeholders to create fund/investor/deal-specific reports and dashboards in the appropriate systems.
- Provide ongoing technology support to investors and manage their access/data experience.
- Handle investor inquiries and centrally monitor requests.
- Update and monitor contact information for existing investors.
- Generate investor letters, pitch decks, and regular investor communication.
Requirements/Qualifications:
- 3+ years of related technical/data analytics/reporting experience.
- Experience with DealCloud, Tableau, eFront, RFPIO, Excel macros.
- Experience working with technology teams for requirements gathering.
- Experience implementing CRMs and centralizing data.
- Experience managing and tracking operational improvement projects, including proactive communication and follow-through.
- Experience improving processes and deliverables to minimize or anticipate requests.
- Exposure to best practices systematizing routine requests and developing processes and procedures to ensure a consistent approach.
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Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.