Hedge Fund Client Services Analyst

Social Capital Resources; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Social Capital Resources, a rapidly growing hedge fund in Midtown, Manhattan, is seeking a Hedge Fund Clients Services & Operations Analyst for a full-time role. In this position, you will manage new client onboardings, assist with comprehensive client reporting, and handle shareholder inquiries. The ideal candidate will have a Bachelor's Degree, 1-5 years of relevant experience, and familiarity with the investment management business, along with tools like Advent APX and Salesforce. Strong organizational and communication skills are essential for success in this dynamic environment.

Qualifications

• Bachelor’s Degree required.
• 1-5 years experience in a similar position.
• Familiarity with high-net-worth investment management business.

Responsibilities

• Responsible for new account onboarding and client communication.
• Assist with weekly, monthly, quarterly client reporting.
• Maintain client portal database and address shareholder inquiries.

Skills

Client onboarding

Client reporting

Communication

Organizational skills

Problem-solving

Education

Bachelor’s Degree

Tools

Advent APX

Salesforce

Job description

Rapidly Growing Hedge Fund in Midtown, Manhattan is seeking a Hedge Fund Clients Services & Operations Analyst for a full-time position!

Responsibilities:

• Responsible for new account onboarding, distribution of statements and invoices, maintaining distribution lists, and communicating with clients
• Assist with weekly, monthly, quarterly client reporting and address any client feedback in a timely manner.
• Work with internal departments to research and resolve escalated shareholder inquiries.
• Periodically review forms and applications for accuracy and completeness.
• Maintain client portal database and onboard new client contacts.
• Address shareholder inquiries received via inbound phone line, email, and mail.

Qualifications:

• Bachelor’s Degree.
• Familiarity with the high-net-worth investment management business and the administrative processes related to investment products and account-opening.
• 1-5 years experience in a similar position
• General knowledge of the asset management industry preferred
• Experience with Advent APX and Salesforce preferred
• Ability to prioritize and organize workload, multi-task, adapts quickly to change, and deliver under the pressure of deadlines.
• Shows strong aptitude to anticipate client requests.