Junior Fund Operations Analyst

Position Type: W2 Contract, Full-Time

Start Date: ASAP

Duration: 12 Months

Location: Dallas, TX (onsite)

Pay Rate: $21 to $24 per hour

POSITION OVERVIEW:  Our end client's Fund Management team is responsible for the full front to back operational support of Asset Management’s fund complex. Their Asset Management Division manages close to $1 trillion in more than 1,000 funds, distributed to clients across their client base. The Fund Management team’s responsibilities can be broken down into four (4) categories:

1) Event Management

2) Investment Operations

3) Board Governance

4) Vendor Management

Our end client's Fund Management team is looking for an operations professional, at the junior analyst or associate level, to join their growing team in Dallas, TX.

• Project manage the fund launch process for new investment products and distribution opportunities
• Oversee change events, restructures and terminations through the lifecycle of our funds
• Uplift strategic workflow infrastructure to bring additional control to launch and change events
• Serve as central point of contact for fund for inquiry resolution
• Provide risk oversight for nuanced support models for funds on the platform
• Maintain funds’ investment book of record
• Schedule meetings, curate agendas and arrange presenters, collate materials, communicate with directors, and run meetings’ for the funds’ board of directors
• Engage with/serve on internal governance committees responsible for various stages in the fund lifecycle
• Monitor service delivery levels of service providers to our funds
• Perform expense analysis in order to maximize commercial benefit for decisions regarding fund service providers
• Explore solutions that leverage business intelligence, low code automation, industry utilities, and external vendor solutions

• Excellent verbal and written communication skills
• Self-motivated and able to work in an autonomous, yet collaborative environment
• Commitment to excellence with a high level of integrity
• Strong work ethic and team-player
• The ability to deliver on tight deadlines, multi-task in a fast-paced environment and think clearly under pressure
• Strong organizational skills
• Well-developed organizational skills
• The ability to cultivate effective partnerships with a broad range of stakeholders