Fund Services Analyst

Strategic Staffing Solutions; New York (NY); On-site; USD 28,000 - 45,000; Full time

Job summary

Strategic Staffing Solutions, Inc. is seeking a Fund Services Analyst in New York, NY for a 6-month contract.

The role supports setup, launch, and ongoing lifecycle management of alternative investment funds within Asset Management Operations, providing analytical and coordination support for launches, restructurings, and terminations. You will work with internal stakeholders and external providers to ensure timely completion, maintain plans and trackers, and document meeting notes.

Qualifications

• 2–5 years of relevant professional experience in financial services or asset management.
• Familiarity with fund lifecycle activities and asset management operations.
• Experience with project coordination or program management.
• Ability to maintain project plans, trackers, and workflow tools.
• Strong written and verbal communication, detail-oriented.

Responsibilities

• Support setup, launch, and lifecycle management of alternative investment funds.
• Provide analytical and project coordination support for fund launches, changes, restructurings, and terminations.
• Collaborate with internal teams and external service providers to meet deadlines.
• Maintain project plans, launch checklists, trackers, and workflows.
• Coordinate meetings, prepare agendas, document notes and action items.
• Perform data validation and ensure accuracy across systems.
• Identify missing information and escalate issues appropriately.
• Develop understanding of asset management operations and fund lifecycle.

Skills

Fund services operations

Project coordination

Analytical skills

Data validation

Stakeholder communication

Time-management

Organizational skills

Job description

Job Title: Fund Services Analyst

Location: New York, NY

Duration: 6 Months

Pay Rate: $33/hr W2

Job/Role Description:

• This role supports the setup, launch, and ongoing lifecycle management of alternative investment funds within an Asset Management Operations team.
• The position provides analytical and project coordination support for new fund launches, fund changes, restructurings, and terminations.
• Work closely with internal business groups, stakeholders, and external service providers to ensure fund launch and lifecycle activities are completed accurately, efficiently, and on schedule.
• 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.
• Prepare status reports, management updates, presentation materials, and working-group documentation.
• Set up new funds in internal systems based on fund documentation and information provided by stakeholders.
• Perform data validation and quality checks to ensure information is complete and accurately reflected across systems, trackers, and supporting materials.
• Identify missing information, overdue deliverables, dependencies, and potential process issues, escalating concerns appropriately.
• Support operational projects and process-improvement initiatives.
• Develop and maintain an understanding of asset management operations, investment products, and end-to-end fund lifecycle activities.

Required Qualifications

• 2–5 years of relevant professional experience, preferably within financial services, asset management, investment operations, fund services, or a related field.
• Familiarity with asset management operations, investment products, and fund lifecycle activities preferred.
• Experience with project coordination, project management, or program management preferred.
• Ability to maintain project plans, trackers, documentation, and workflow tools.
• Strong organizational and time-management skills with excellent attention to detail.
• Proven analytical and problem-solving abilities.
• Strong written and verbal communication skills.
• Ability to manage multiple workstreams, prioritize assignments, and meet established deadlines.
• Experience coordinating with internal stakeholders and external service providers.
• Ability to perform data validation, maintain accurate records, and identify discrepancies.
• Ability to work within established procedures, exercise sound judgment, and elevate issues appropriately.
• Experience working in a team-oriented, collaborative, and fast-paced environment.
• Ability to work independently on assigned responsibilities.
• Professional, dependable, and comfortable handling business-sensitive information.
• Strong follow-through skills and a control-minded approach to operational processes.
• Demonstrated interest in investment products, fund operations, and asset management.
• Willingness to learn and develop knowledge of financial services operations.