Analyst, Data Management Team

Position Information Hiring Manager:

Senior Associate, Team Lead Department:

Investor Communications Department Overview The Investor Communications Group supports the Firm’s capital raising efforts across various products, strengthening its relationship with investors and contributing to the overall growth of the Firm. The group is responsible for investor services and acts as the liaison between clients and senior management. The department is also responsible for investor onboarding and is the primary point of contact for investor reporting and ongoing account maintenance.

The group collaborates closely with department leadership, business unit heads and the Business Development and Marketing Groups to develop and execute plans in line with business objectives.

Position Responsibilities The Analyst will join the Firm's growing Investor Communications (“IC”) Department which serves as a key point of contact to the Firm’s investor base. This role requires a motivated individual with a proactive approach to working with other team members and departments, who has the ability to manage tight deadlines and also brings impeccable attention to detail.

Responsibilities included, but not limited to:

Executing the Data Management Team specific service level agreements

Onboarding and maintenance of investor accounts, including the collection and analysis of banking and investor contact information

Contributing to process improvements and automation with respect to how data is managed in the CRM database

Supporting bank account reconciliations (e.g., capital call and distribution payments)
Contributing to critical Investor Communications projects

Corresponding with other back-office teams on day-to-day and ad-hoc activity

Consistently meeting team metrics and shifting priorities as needed

Ensuring timely execution on team deliverables and ad-hoc requests

Maintaining a positive culture during times of high volumes

Strengthening Transfer Agent Quality Assurance (QA) program

Candidate Requirements Qualifications &

Experience:

Bachelor’s degree required1-3 years of relevant experience in the financial services industry

Meticulous attention to detail and accuracy

Excellent organizational and prioritization skills

Ability to work in a fast-paced environment

Demonstrated ability to work well both independently and as part of a team Proficiency in Excel Ability to build strong relationships with internal and external groups

Knowledge of Microsoft Dynamics is a strong plus Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Critical Competencies for Success Our Gold Standards define key behaviors and competencies across 4 dimensions:
Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together.

Leadership:
Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.

Achieving Results:
Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow.

Personal Effectiveness:
Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.

Thinking Critically:
Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance.

The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.

Industry Knowledge:
Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry…