Selby Jennings is partnered with a global alternative investment manager looking to expand and bring on an Investment Operations Analyst - This role will be provide visibility into several aspects of the team across operations, accounting, analytics, tax, audit, & investor relations.
Responsibilities Include:
- Serving as the primary point of contact for client requests regarding investments, performance metrics, and other account information
- Overseeing and maintain internal systems used to produce portfolio performance reports and analytics
- Ensuring data accuracy across internal systems by managing data flow and performing regular reconciliations
- Assisting the CFO in preparing for audits by gathering necessaryy financial documentation and supporting schedules
- Identifying opportunities to enhance the efficiency and accuracy of portfolio analytics and performance reporting processes
Preferred Qualifications:
- 1-4 years of relevant experience within financial services
- CPA or progress towards attainment
- Experience with financial reporting, developing operational efficiencies, audit, tax, or trade reconciliation
