Asset Management Analyst

Banking
Dallas, TX Full Time
POSTED ON 2/28/2022 CLOSED ON 4/26/2022

What are the responsibilities and job description for the Asset Management Analyst position at Banking?

Asset Management – Operations Fund Mgmt
Positions Needed: Analyst (1-3 yrs), Associate (4 yrs)
Term of hire: 1 year with option for permanent hire

Your day-to-day activities will include.

  • Project manage the fund launch process for new investment products and distribution opportunities
  • Oversee change events, restructures and terminations through the lifecycle of our funds
  • Uplift strategic workflow infrastructure to bring additional control to launch and change events
  • Serve as central point of contact for fund for inquiry resolution
  • Provide risk oversight for nuanced support models for funds on the platform
  • Maintain funds’ investment book of record
  • Schedule meetings, curate agendas and arrange presenters, collate materials, communicate with directors, and run meetings’ for the funds’ boards of directors
  • Engage with / serve on internal governance committees responsible for various stages in the fund lifecycle
  • Monitor service delivery levels of service providers to our funds
  • Perform expense analysis in order to maximize commercial benefit for decisions regarding fund service providers
  • Explore solutions that leverage business intelligence, low code automation, industry utilities

Job Types: Full-time, Contract

Salary: $25.00 - $55.00 per hour

Schedule:

  • 8 hour shift

Ability to commute/relocate:

  • Dallas, TX: Reliably commute or planning to relocate before starting work (Preferred)

Work Location: One location

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