Job Description
· Support new Fund Administration, Portfolio Insights, and Valuations' clients by on-boarding them onto Client – i.e., implementation of client’s limited partners list, investments, capitalization table and securities
· Extract relevant information from operating agreements and subscription documents to upload limited partners to Client
· Analyze data thoroughly and precisely to maintain data integrity throughout the on-boarding process
· Effectively liaise between sales and Investor Services teams as the bridge post-sales through implementation
· Coordinate and manage multiple/simultaneous implementation projects by continually communicating with and motivating clients within tight deadlines
· Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process
Requirements
· 3 and above years of experience
· College Degree
· Proven success in a project management capacity
· Ability to interpret a story through unstructured data
· Experience working with financial data and information
· Great people skills – high degree of empathy and great communication skills
· Experience working with clients
· Experience in implementing and successfully managing small and large projects or initiatives with sustained, measurable success
· Incredible organizational skills, high attention to detail, and an ability to complete competing priorities quickly and autonomously
· Passionate, tactical, and direct, with an ambitious attitude and a proven history to go above and beyond baseline requirements
· Interested in working with enterprise software