Job Description
Job Description
Hybrid opportunity (Two work from home days a week)
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, ability to manage tight reporting deadlines and strong attention to detail.
The Analyst responsibilities will include but not be limited to:
- Processing new investor subscriptions and transfers of interest including the coordination of communication between internal teams and high net worth individuals / wealth managers
- Relationship manager for assigned wealth manager operational contacts
- Helping to facilitate the processing of new investor subscriptions, routine account maintenance and transfers of interest by the Firm’s third-party transfer agent. This responsibility includes the coordination of communication between internal teams and high net worth individuals / wealth managers / wirehouse operations groups.
- Responding to client inquiries and interacting with external third parties
- Liaising with internal departments including BDC Fund Accounting, Tax, Compliance and the Investor Partners Group
- Corresponding daily with internal teams on day-to-day and ad-hoc activity
- Facilitate collaboration with our Technology Solutions Team to drive system enhancement initiatives
- Engage closely with third-party onboarding vendors and transfer agents to effectively navigate and optimize their processes
- Ad-hoc Investor Communications projects
Candidate Requirements
Qualifications & Experience:
Bachelor’s degree required
- 2+ years of relevant work experience
- Proficient in MS Office products, specifically Word and Excel
- Technical skills and financial background a strong plus
- Knowledge of Microsoft Dynamics CRM a plus
- Relationship and project management experience preferred
- Excellent organizational and prioritization skills
- Meticulous attention to detail and accuracy
- Demonstrated ability to meet deliverables, learn quickly and independently and improve processes
- Enthusiastic about working in office and creating a Gold Standard hybrid work culture
Company DescriptionWe’re Infinia Search.
We’re a relationship-driven search firm that proves that talent, ambition, curiosity, and an infinite work ethic creates exponential results for our clients and candidates.
https://www.infiniasearch.com/
Company Description
We’re Infinia Search. \r\nWe’re a relationship-driven search firm that proves that talent, ambition, curiosity, and an infinite work ethic creates exponential results for our clients and candidates. \r\nhttps://www.infiniasearch.com/