
Operational Excellence Specialist
Há 3 dias
As a key contributor to our Investor Services business, you will play a crucial role in coordinating and facilitating on-boarding activities that drive success for both our customers and the organization.
Key responsibilities include supporting new Fund Administration, Portfolio Insights, and Valuations' clients by on-boarding them onto our platform, extracting relevant information from operating agreements and subscription documents, analyzing data thoroughly and precisely to maintain data integrity throughout the on-boarding process, and liaising between sales and Investor Services teams.
Primary Responsibilities:
- Coordinate on-boarding activities for new clients
- Extract relevant information from operating agreements and subscription documents
- Analyze data to maintain data integrity
- Liaise between sales and Investor Services teams
Requirements:
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment
- Knowledge of fund administration and portfolio management
What We Offer:
- A competitive salary and benefits package
- The opportunity to work with a dynamic and growing organization
- Professional development opportunities
Join Our Team:
We are seeking a highly motivated and experienced professional to join our team as an Implementations Project Manager. If you are looking for a challenging and rewarding career opportunity, please submit your application today.
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