Analyst, US Client Services

Position Summary

This blended Client Services Operations and Data Analyst role supports AWMS Client Services across investor servicing, transfer agency oversight, and data operations, emphasizing data integrity, workflow coordination, and cross‑functional execution.

• Develop and maintain workflow management tools to track recurring processes, deadlines, and ad hoc initiatives.
• Coordinate critical operational timelines for subscriptions, redemptions, distributions, commissions, and reporting cycles.
• Serve as the central point of contact for internal stakeholders and external vendors, ensuring timely communication and issue resolution.
• Organize recurring team meetings, status reporting, and documentation to promote transparency and execution discipline.

• Validate recurring data processes, including purchases, redemptions, distributions, and commissions; identify and resolve discrepancies.
• Act as point of contact for internal data requests such as AUM reporting, DDQs, and ad hoc analytics.
• Ensure data integrity throughout key reporting cycles and liaise among Client Services, Technology, Accounting, and external providers.

• Coordinate year‑end tax reporting across multiple products, validating data from transfer agents.
• Assist with tax form accuracy, delivery tracking, and internal education on tax‑related questions.
• Support continuous data quality management throughout the year to reduce downstream remediation.

• Identify opportunities to improve operational or data processes, streamline, or automate them.
• Partner with technology teams to enhance reporting, workflow, and data validation tools.
• Assist with documentation and maintenance of procedures, reference materials, and process libraries.

• Bachelor's degree required.
• 1–3 years of experience in operations, client services, data analytics, project management, or a related financial services function.
• Advanced proficiency in Microsoft Excel.
• Strong analytical, organizational, and problem‑solving skills.
• Excellent written and verbal communication.
• Ability to manage multiple priorities and meet deadlines during heightened activity.
• Highly organized self‑starter, able to work independently and collaboratively.
• Comfort navigating ambiguity in a fast‑paced environment.

• Experience with data or workflow tools such as Tableau, Salesforce, Alteryx, or similar platforms.
• Familiarity with alternative investment products, transfer agency processes, or fund operations.
• Experience supporting tax reporting, investor reporting, or regulatory‑driven operational cycles.

Compensation: $65,000 – $80,000 annually, with discretionary performance‑based bonus potential.

Benefits:

• Comprehensive Medical/Rx, Dental, and Vision plans.
• 401(k) program with company match.
• Flexible Savings Accounts (FSA) and Healthcare Savings Accounts (HSA) with company contribution.
• Basic and Voluntary Life Insurance.
• Long‑Term Disability (LTD) and Short‑Term Disability (STD) insurance.
• Employee Assistance Program (EAP).
• Commuter Benefits for parking and transit.
• Access to a medical advisory team, mental health app with coaching, therapy, and psychiatry.
• Mindfulness and wellbeing app.
• Financial wellness benefit with access to a financial advisor.
• New parent leave, reproductive and adoption assistance, emergency backup care.
• Matching gift program, education sponsorship program, and more.

Reports to Vice President, Client Services.

Ares Management LLC is an Equal Employment Opportunity employer and considers all applicants for employment without regard to race, color, religion, ethnicity, creed, sex, age, national origin, alienage or citizenship status, disability, medical condition, pregnancy, marital status, partnership status, sexual orientation, status regarding public assistance, military or veteran status, domestic violence victim status, gender identity and expression, transgender status, genetic information, status as unemployed, political affiliation or any other characteristic protected by federal, state or local law.

Ares Management will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.