Prepare Subscription Documents for digitization in the platform
Support existing clients with Fund and Offering updates
Drive successful client outcomes by assisting clients throughout the transaction process (including subscriptions, transfers, and redemptions) and managing fund closings
Build and nurture relationships with new and existing fund managers and clients
Liaise with clients on user experience of the platform; partner with the technology team to enhance client experience
Develop new processes to further automate client workflows and create a seamless experience
Work cross functionally with various teams including Sales, Client Support and Technology teams to appropriately respond to inbound requests and questions

Bachelor's degree in economics, finance, or a related discipline
Strong client service orientation with the ability to manage multiple competing priorities
Advanced MS Excel, PowerPoint, Adobe, general technological literacy (coding knowledge not necessary)
Ability to work in a very fast paced environment
Exemplary oral, written, and interpersonal communication skills

Operations Analyst

Key skills