Wealth Investor Services & Operations Analyst

TPG; New York (NY); On-site; USD 90,000 - 115,000; Full time

Job summary

TPG is seeking an Operations professional to supervise daily transfer-agent activities and ensure accurate, timely processing of transactions. You will coordinate onboarding of funds to global platforms and resolve day-to-day operational issues, working with Legal, Sales, Product and Marketing teams to uphold service levels.

You will field inquiries from financial advisors, maintain logs of issues, and liaise with internal units and external partners to ensure smooth delivery of services.

Qualifications

• Excellent communicator with strong influencing skills.
• Experience of working in a team environment.
• Strong attention to detail and ability to work within tight deadlines.
• Excellent computer skills with a focus on Excel.
• Maintain strong interpersonal and customer service skills.
• Ability to prioritize and multi-task (often changeable workload).
• Strong understanding of HNW and Financial Advisor operating model.
• Knowledge of alternative investment fund and operational terms is helpful.

Responsibilities

• Oversee daily operations of transfer agents and service providers, ensuring a seamless execution of transaction processes.
• Support the operational onboarding of TPG Funds to global service providers and distribution platforms, by coordinating with firm-wide working groups and cross functional teams (Legal, Sales, Product and Marketing).
• Investigate and resolve day-to-day operational queries, Not in Good order trades, and incidents across the entire range of services provided by the TA.
• Field operational inquiries from financial advisors and internal sales teams regarding TPG investment offerings.
• Liaise with FinTech Partners on order review, execution and manage trade document inventory.
• Liaise with internal business units, transfer agents, and third-party providers to resolve client issues, perform reconciliations, and ensure smooth service delivery.
• Become a resident TPG expert for advisors by understanding their native operational platforms and processes.

Skills

Communication

Team player

Attention to detail

Excel

Customer service

Prioritization

HNW understanding

Fund operations

Job description

TPG is seeking an Operations professional to supervise daily transfer-agent activities and ensure accurate, timely processing of transactions. You will coordinate onboarding of funds to global platforms and resolve day-to-day operational issues, working with Legal, Sales, Product and Marketing teams to uphold service levels.

You will field inquiries from financial advisors, maintain logs of issues, and liaise with internal units and external partners to ensure smooth delivery of services.