Job Description
Support new Fund Administration, Portfolio Insights, and Valuations' clients by on-boarding them o
nto the Client System– i.e., implementation of client’s limited partner's list, investments, capitalization table, and securitiesExtract relevant information from operating agreements and subs
cription docu
ments to upload limited partners to the Client.Analyze data thoroughly and precisely to maintain data integrity throughout the o
nboarding processEffectively liaise between sales and Investor Services teams as the bridge post-sales through implementatio
nCoordinate and manage multiple/simultaneous implementation projects by co
ntinually communicating with and motivating clients within tight deadlinesCo
ntinuously look for ways to improve the efficiency and effectiveness of the o
nboarding processRequirements3 and above years of experienceCollege DegreeProven success in a project management capacityAbility to interpret a story through unstructured dataExperience working with financial data and informatio
nGreat people skills – high degree of empathy and great communication skillsExperience working with clientsExperience in implementing and successfully managing small and large projects or initiatives with sustained, measurable successIncredible organizatio
nal skills, high attention to detail, and an ability to complete competing priorities quickly and autonomouslyPassionate, tactical, and direct, with an ambitious attitude and a proven history to go above and beyond ba
seline requirementsInterested in working with enterprise software