Analyst, US Client Services
Core
Blended Client Services Operations and Data Analyst supporting investor servicing, transfer agency oversight, and data operations for alternative investment products.
Role type
Analyst, Client Services Operations & Data
Builds
Operational workflows, data reports, and tax documentation for wealth management clients
Domain
Alternative Investments / Wealth Management
Deliverable
dashboards & analysis
Required skills
Data validation, workflow coordination, stakeholder communication, process improvement, regulatory compliance support, tax reporting coordination, discrepancy resolution, tool development
Preferred skills
Tableau, Salesforce, Alteryx, alternative investment products knowledge, transfer agency processes, fund operations
Technologies
Microsoft Excel, Tableau, Salesforce, Alteryx
Responsibilities
Develop and maintain workflow management tools; coordinate operational timelines for subscriptions, redemptions, and distributions; validate data processes and resolve discrepancies; support year-end tax reporting; identify opportunities for process automation; serve as liaison between Client Services, Technology, and external vendors
Seniority
Junior to Mid-level, hands-on IC