Intermediary Oversight & Fund Operations Analyst

DoubleLine; Los Angeles (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Comprehensive benefits

Annual discretionary bonus

Job summary

DoubleLine is seeking a Fund Operations Analyst in Los Angeles to administer our Intermediary Oversight program and coordinate relationships with financial intermediaries supporting its registered products.

You will manage onboarding, due diligence, contractual agreements, shareholder servicing, and Sub-TA fee oversight, working with Legal, Compliance, Transfer Agent, Distributor, and other teams to ensure compliance and quality servicing.

Qualifications

• 3+ years in mutual fund operations, transfer agency, or intermediary oversight.
• Experience with omnibus intermediaries preferred.
• Proficiency with Excel and Power BI.

Responsibilities

• Administer DoubleLine’s Intermediary Oversight Group and related relationships.
• Coordinate onboarding, due diligence, and ongoing oversight with Legal, Compliance, and other teams.
• Manage selling, shareholder servicing, Sub-TA agreements, and amendments.
• Oversee intermediary servicing fees and coordinate payments with vendors.
• Support board reporting and governance records.

Skills

Mutual Fund Operations

Transfer Agency

Financial Intermediary Oversight

Distributor Operations

Shareholder Servicing

Omnibus Intermediaries

Tools

Excel

Power BI

Job description

DoubleLine is seeking a Fund Operations Analyst in Los Angeles to administer our Intermediary Oversight program and coordinate relationships with financial intermediaries supporting its registered products.

You will manage onboarding, due diligence, contractual agreements, shareholder servicing, and Sub-TA fee oversight, working with Legal, Compliance, Transfer Agent, Distributor, and other teams to ensure compliance and quality servicing.