AWM - Operations - Fund Services - Analyst

Spectraforce Technologies, Inc.; New York (NY); Presencial; USD 55 000 - 96 000; Tempo integral

Resumo da oferta

Spectraforce Technologies, Inc. is seeking an AWM - Operations - Fund Services - Analyst for a 6‑month assignment in New York.

The role supports the setup, launch, and lifecycle management of alternative investment funds, collaborating with internal teams and external service providers. You will coordinate fund launches and lifecycle events, maintain project plans and trackers, and help prepare status reports and materials for working groups.

Qualificações

• 2–5 years of relevant professional experience in finance.
• Strong organizational and time-management skills.
• Excellent written and verbal communication.
• Ability to manage multiple workstreams and meet deadlines.
• Ability to escalate appropriately.
• Interest in asset management and fund operations.

Responsabilidades

• Coordinate new fund launches and related activities.
• Maintain project plans, trackers, and workflows.
• Schedule and document working-group meetings.
• Follow up with stakeholders on tasks and deadlines.
• Record-keeping for fund launches and changes.
• Support preparation of status reports and materials.
• Set up funds in systems based on documentation.
• Perform data validation across systems.
• Identify missing information and escalate.
• Support ad hoc operational improvements.
• Develop understanding of asset management operations.

Conhecimentos

Project coordination

Financial services

Asset management

Communication

Descrição da oferta de emprego

Job Title: AWM - Operations - Fund Services - Analyst

Duration: 6 months

Location: 200 West St, New York, NY, 10282

Role Overview

The Fund Services team supports the setup, launch, and ongoing lifecycle management of alternative investment funds. The team works closely with internal business groups and external service providers to help ensure fund launch and lifecycle activities are completed accurately, efficiently, and in a timely manner.

The contingent worker will provide analytical and project coordination support for new fund launches and fund lifecycle events, working alongside experienced Fund Services team members. The role is suited to a candidate with 2-5 years of relevant professional experience who is interested in developing broader exposure to asset management operations, investment products, and the end-to-end fund lifecycle.

Key Responsibilities

• Provide day-to-day project coordination support for new fund launches and other fund-related activities.
• Maintain project plans, launch checklists, trackers, and internal workflow tools.
• Coordinate working-group meetings, organize materials, prepare agendas, and document meeting notes and action items.
• Follow up with internal stakeholders on outstanding tasks, required information, dependencies, and upcoming deadlines.
• Maintain accurate records for fund launches, fund changes, restructurings, and terminations.
• Collect and organize information required for internal system setup and external service-provider onboarding.
• Support the preparation of status reports, management updates, presentation materials, and working-group documentation.
• Set up new funds in the firm's systems based on fund documentation and information provided by internal stakeholders.
• Perform data validation and quality checks to confirm information is complete and accurately reflected across systems, trackers, and supporting materials.
• Identify missing information, overdue deliverables, dependencies, or potential process issues and escalation appropriately.
• Support ad hoc operational projects and process‑improvement initiatives.
• Develop and maintain a working understanding of asset management operations, investment funds, and end‑to‑end fund lifecycle activities.

Basic Qualifications

• 2-5 years of relevant professional experience, preferably within financial services, asset management, investment operations, fund services, or a related field.
• Strong organizational and time‑management skills, with close attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple workstreams and meet established deadlines.
• Ability to work within established procedures, exercise sound judgment, and escalation appropriately.
• Ability to collaborate effectively in a team‑oriented and fast‑paced environment.
• Professional, dependable, and comfortable handling business‑sensitive information.
• Interest in investment products, fund operations, and asset management.
• Familiarity with asset management and/or project or program management preferred.

Skills and Attributes

• Strong attention to detail
• Analytical and problem‑solving skills
• Strong organizational and follow‑through skills
• Professional written and verbal communication
• Effective teamwork and collaboration
• Ability to prioritize multiple assignments
• Ability to work independently on defined responsibilities
• Sound judgment and appropriate escalation
• Dependable and control‑minded approach
• Curiosity and willingness to learn