Entry Level Analyst

Phyton Talent Advisors; Dallas (TX); On-site; USD 48,000 - 64,000; Full time

Job summary

Phyton Talent Advisors seeks a detail-oriented project coordinator to support daily fund-launch activities and related operations. You will maintain plans, trackers, and materials, organize meetings, and ensure timely follow-up with internal stakeholders.

You will contribute to data integrity and onboarding processes while building foundational knowledge in asset management. In a fast-paced team environment, you will track tasks, prepare updates, and help with ad hoc projects that improve

Qualifications

• Strong organizational and time-management skills with close attention to detail.
• Clear written and verbal communication skills.
• Ability to manage multiple tasks and meet deadlines.
• Ability to follow documented procedures, ask questions, and escalate appropriately.
• Comfort working collaboratively in a team-oriented, fast-paced environment.
• Professional, dependable, and able to handle business information appropriately.
• Genuine interest in learning about investment products and asset management.
• Familiarity or experience in asset management and program management (preferred).

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.
• Schedule working-group meetings, organize materials, prepare agendas, and document notes and actions.
• Follow up with internal stakeholders on tasks, information, and deadlines.
• Maintain records for fund launches, changes, restructurings, and terminations.
• Assist with data collection for internal system setup and onboarding of service providers.
• Support status reports, management updates, and presentation materials.
• Set up new funds in firm systems from fund documents and internal information.
• Perform basic data validation across trackers and materials.
• Identify missing information, overdue deliverables, or process issues and escalate.
• Support ad hoc projects and process-improvement initiatives.
• Develop understanding of asset management operations and fund lifecycle activities.

Skills

Organizational skills

Time management

Communication skills

Multitasking

Following procedures

Team collaboration

Professionalism

Interest in asset management

Job description

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 under the direction of senior team members.


• Schedule working-group meetings, organize materials, prepare draft agendas, and document meeting notes and action items.


• Follow up with internal stakeholders on assigned tasks, required information, and upcoming deadlines.


• Maintain accurate records for fund launches, fund changes, restructurings, and terminations.


• Assist with collecting and organizing 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 firm's systems based on fund documentation and internal information


• Perform basic data validation to confirm that information is complete and accurately reflected across trackers and supporting materials.


• Identify missing information, overdue deliverables, or potential process issues and escal


• Support ad hoc operational projects and process-improvement initiatives.


• Develop a foundational understanding of asset management operations, investment funds, and end-to-end fund lifecycle activities.

Basic Qualifications

• Strong organizational and time-management skills, with close attention to detail.


• Clear written and verbal communication skills.


• Ability to manage multiple assigned tasks and meet established deadlines.


• Ability to follow documented procedures, ask questions, and escal appropriately.


• Comfort working collaboratively in a team-oriented and fast-paced environment.


• Professional, dependable, and able to handle business information appropriately.


• Genuine interest in learning about investment products, fund operations, and asset management.


• Familiarity & experience in asset management & program management (preferred)