Client Operations Analyst

JSR Tech Consulting; Newark (NJ); Hybrid; USD 41,328 - 49,593; Full time

Job summary

JSR Tech Consulting in Newark, NJ seeks a contract Data Operations Analyst to support day-to-day data activities for a large investment firm. The role combines hands-on data work with user support for investor-facing systems.

You will collaborate across teams to ensure data quality, execute onboarding/offboarding tasks, and manage end-to-end investor communications using Salesforce, Marketing Cloud, Tableau, and InvestorFlow, plus Excel and PowerPoint. This position is hybrid, based in Newark.

Qualifications

• Tech savvy mindset with ability to become a subject matter expert in back-end administration of investor-facing systems.
• Knowledge of Salesforce, Marketing Cloud, Tableau, InvestorFlow in the investment lifecycle ecosystem.
• Strong proficiency in Microsoft Office: Excel, Word, PowerPoint.
• Familiarity with Aladdin, Factset, Vermilion is a plus.
• Strong accountability, adaptability, and initiative in a fast-paced environment.

Responsibilities

• Day-to-day data activities: document uploads, correspondence, troubleshooting, and issue resolution with users.
• Manage client onboarding/offboarding processes, including license reviews and profile security checks.
• Coordinate end-to-end investor communications, including handling undeliverable emails and contact removals.
• Audit and improve data quality within the portal platform and collaborate to resolve data issues.
• Partner with technology teams to explore automation opportunities and support ad-hoc requests.

Skills

Analytical skills

Time management

Project management

Communication

Tools

Salesforce

Marketing Cloud

Tableau

InvestorFlow

Excel

PowerPoint

Word

Aladdin

Factset

Vermilion

Job description

Contract position with a large investment firm. Hybrid, 3 days/week in Newark, NJ.

What you can expect

• Client Portal (InvestorFlow):
  • Responsible for day-to-day data activities, including document uploads, correspondence, troubleshooting and working with technology and users to log, track, and resolve issues.
  • Manage user onboard and offboard process, including license review, security and profile review and set up.
  • Manage the end-to-end investor communication process and understanding various communication types and nuances across platforms and audiences being reached, including coordination of undeliverable emails after mailings and removal/inactivation of contacts.
• Data and Analytics:
  • Manage the current auditing capabilities and continue to build out in scalable manner to proactively identify data issues across the portal platform.
  • Work with related parties to resolve data issues.
• Other Client Reporting Activities:
  • Partner with other technology focused members in the team to analyze opportunities for automation and work with technology teams on implementation.
  • Assist in the completion of ad-hoc or scheduled work being done by the team, if needed.

What you will bring

• Tech savvy mindset and ability to effectively action the training that will be provided to become a subject matter expert in the back-end administration of investor facing our systems.
• Knowledge of tools in the sales and investor lifecycle ecosystem: Salesforce, Marketing Cloud, Tableau, InvestorFlow.
• Strong proficiency in all Microsoft products, including Excel, Word, and Power Point.
• Additional systems that may be beneficial to know to have a broader impact on the team are Aladdin, Factset, and Vermilion.
• Strong accountability, adaptability, and takes initiative with a positive attitude.

What will set you apart?

• Experience working in the investment management industry preferred.
• Excellent organization and time management skills with the ability to balance multiple priorities in high paced, dynamic environment.
• Strong analytic and project management skills.
• Detail-oriented with solid written and verbal skills.
• Ability to work independently and to orchestrate work with other teams.

payrate 30 - 36 /hr depending on experience.