Hourly Rate Range: $50,000-$60,000
Location: Boston, MA
We are looking for someone with experience in financial services who is familiar with the tools and technology to fostering business development.
Skills:
- Working with senior members of the team, help support the timely preparation, review and completion of client transaction documentation across various asset classes.
- Support key portfolio and trade operations functions, leveraging core CA applications to ensure timely trade confirmation and settlement processing, ongoing updates to liquidity terms and maintenance of core client documentation.
- Provide ongoing support in monitoring client specific communications and events including capital calls, distributions and corporate actions and ensure timely escalation and execution.
- Proactively contribute to ongoing projects and initiatives via detailed testing, data analysis, documentation and support of process enhancements.
- Provide ongoing support to ad-hoc client projects and deliverables ensuring timely follow up, tracking and communication of deliverables.
Qualifications and Education:
- At least 1-2 years of related work experience within financial services operations gained via roles within asset management, fund accounting/administration, transfer agency, custody operations, etc.
- Knowledge/familiarity of portfolio accounting and/or trade operations supporting investments across asset classes including ETFs, Mutual Funds, Hedge Funds, Private Equity, UCITS, etc.
- Outstanding attention to detail, highly organized and ability to work in a fast-paced collaborative environment
- Exceptional written and oral communication skills coupled with a strong client service mind-set
- Strong analytical abilities as well as the ability to work independently or as part of a team
- Adept at learning new technology as well as the ability/comfort working with data
- Professional, focused, and disciplined approach to work responsibilities
- Experience in Adobe Acrobat and Microsoft Office Suite, including Excel, Outlook, and Word
- All candidates must be eligible to work in the United States without sponsorship or restrictions
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.