Hedge Fund Client Services & Operations 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

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.