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Operations Fund Services Analyst

Spectraforce Technologies
United States, New York, New York
Apr 05, 2025
Job Title: Operations Fund Services Analyst

Duration: 8 Months

Location: New York, NY 10001


Duties:

  • Effectively contribute towards the Asset & Wealth Management division product expansion initiatives by project managing fund launch and other fund change events for US and International funds.
  • Work closely and develop strong working relationships with the Portfolio Management, Sales, Operations, external vendors and various Federation teams to agree product design expectations, fund features and establishing support models.
  • Develop a strong understanding of our Asset Management Business, and the investment products on offer.
  • Responsibilities includes managing project and executing fund change events such as fund launches, terminations and other fund restructure events will include, for example:
  • Setting expectations for launch timelines and bringing together all internal and external working group stakeholders.
  • Managing the fund event workflow utilizing in-house workflow tools.
  • Facilitating internal systems and external system setups.
  • Defining and getting approval for seed capital requirements.
  • Obtaining internal and external fund and share class identifiers.
  • Ensuring fund registration & governance requirements are in place prior to fund launch.
  • Lead or assist with various projects including technology initiatives to uplift our infrastructure, driving workflow scalability, improving controls and reducing time to market.
  • Being proactive, curious, effectively managing risk and building personal relationships.


Required Skills:

  • 1 - 3 years' experience range to support in new business initiatives and support for business expansion.
  • Familiarity with alternative investment products, specifically private equity and hedge funds is a plus.
  • Attention to detail, organizing skills.
  • Time management, Problem solving, Communication, Teamwork, Adaptability.
  • Data Analysis
  • Project Management
  • Investigating


Education:

  • Bachelors degree

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