Fund Services Operations Analyst - Fund Launch & Lifecycle

Spectraforce Technologies, Inc.; Lake Dallas (TX); Vor Ort; USD 34.000 - 55.000; Vollzeit

Zusammenfassung

Spectraforce Technologies, Inc. is seeking an AWM - Operations - Fund Services Public - Analyst in Dallas, TX for a 6-month, in-office assignment.

You will support fund launches and lifecycle events with project coordination and data tracking in a fast-paced asset management environment. The role emphasizes organizational and communication skills, ability to manage multiple tasks, and collaboration with senior team members.

Qualifikationen

• Strong organizational and time-management skills.
• Clear written and verbal communication skills.
• Ability to manage multiple assigned tasks and meet deadlines.
• Ability to follow documented procedures, ask questions, and elevate issues 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).

Aufgaben

• 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 elevate them to the appropriately
• 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.

Kenntnisse

Organizational skills

Communication skills

Task management

Procedures adherence

Team collaboration

Professionalism

Investment products interest

Asset management experience

Jobbeschreibung

Spectraforce Technologies, Inc. is seeking an AWM - Operations - Fund Services Public - Analyst in Dallas, TX for a 6-month, in-office assignment.

You will support fund launches and lifecycle events with project coordination and data tracking in a fast-paced asset management environment. The role emphasizes organizational and communication skills, ability to manage multiple tasks, and collaboration with senior team members.