Senior Analyst, Client Operations
Core
Senior Analyst supporting client cash flow management, subscription/redemption activity, and operational coordination between clients, investment teams, and service providers.
Role type
Senior IC investment operations analyst (client operations)
Builds
Accurate execution of client cash flow instructions and seamless operational workflows for institutional and retail funds
Domain
Asset Management / Financial Services
Required skills
Analytical thinking, problem-solving, risk assessment, written communication, verbal communication, multi-priority management, relationship management, process improvement
Preferred skills
Financial services operations experience, asset management knowledge, client servicing experience, interest in financial markets
Technologies
Operational systems, reporting tools, workflow tools
Responsibilities
Review and analyze client cash flow instructions; Coordinate with Portfolio Management, Trading, and Client Management teams; Monitor communications and reporting tools; Investigate operational exceptions and data discrepancies; Maintain operational controls and documentation; Support new product launches and operational change management
Seniority
Mid-level, hands-on IC