Analyst, Investor Operations

• Support day-to-day operational activities related to investor operations and internal team requests.
• Assist with responding to internal operational requests and help ensure timely accurate follow-through.
• Help maintain basic operational processes including data management reconciliations reporting and documentation.
• Work with cross-functional internal stakeholders and external vendors to support operational workflows.
• Track incoming requests and assist with prioritization to help meet service levels and deadlines.
• Identify issues or inefficiencies and share suggestions for process improvements with the team.
• Assist with the preparation of internal reports summaries and operational metrics.
• Support audits reviews or periodic reporting requests by gathering and validating required information.
• Follow internal controls and compliance requirements in daily operational activities.
• Assist with recurring operational tasks under guidance from senior team members.
• Support system enhancements testing or data clean-up initiatives.

• Bachelors degree or equivalent practical experience.
• 0 years of relevant experience in operations administration client service or a related field; internship experience is a plus preferably within financial services or a regulated environment.

Communication Skills:

• Strong written and verbal communication skills with the ability to communicate clearly and professionally.
• Customer experience mindset and willingness to support internal stakeholders.
• Attention to detail and accuracy in completing tasks and maintaining records.
• Ability to ask thoughtful questions follow instructions and learn new processes.
• Ability to handle sensitive information with professionalism and discretion.

Technical Skills:

• Proficient in Microsoft Office (Excel Outlook Word PowerPoint Teams SharePoint).
• Exposure to CRM systems data management tools or workflow platforms (e.g. Salesforce Intralinks ) or willingness to learn.
• Ability to manage track and maintain operational data with a high degree of accuracy and attention to detail.
• Comfortable working with spreadsheets shared drives and internal systems to support routine processes such as reporting and reconciliations.

Analytical Skills:

• Basic understanding of operational processes and financial data including reconciliations and reporting outputs.
• Ability to review data for accuracy identify discrepancies and escalate issues appropriately.
• Demonstrates attention to detail when validating data tracking requests and supporting operational deliverables.
• Developing knowledge of investor operations processes fund structures and servicing workflows.

• Strong organizational skills and ability to manage multiple routine tasks with guidance.
• Ability to prioritize work meet deadlines and follow established procedures.
• Willingness to learn adapt to change and take direction from team members.