Posts in Financial Services
Business Analyst / Junior Project Manager – Alternative Asset Private Wealth Products

Business Analyst / Junior Project Manager – Alternative Asset Private Wealth Products

 

Global Alternative Asset Manager seeks a Business Analyst to support the firms growing demand for products from high-net worth and retail investors.

 

Position Responsibilities

•             Collaborating with the Private Wealth Americas Team to gain a comprehensive understanding of their business needs and objectives

•             Collecting and documenting crucial business requirements for projects, including the design of new reports and the development of streamlined workflows and processes

•             Proactively managing vendor relationships with Transfer Agents, Fund Administrators and digital service providers / platforms (e.g., DST, iCapital, +Subscribe, CAIS)

•             Ensuring comprehensive documentation and maintenance of all critical Investor Services business processes to support operational efficiency

•             Identifying, communicating, and tracking key achievements, action items and potential issues to ensure timely completion

 

Qualifications & Experience:

•             7+ years of financial industry experience; 3+ years of relevant experience in the Alternative Asset Management industry

•             Private Credit Experience highly preferred especially BDC’s

•             Expertise in business analysis and project management, demonstrating the ability to drive projects to successful completion

•             Knowledge of the investor lifecycle, including onboarding, maintenance and wind-down procedures of alternative investment funds

•             Experience working closely with technology / service provider vendors

•             Strong communication and problem-solving skills with an ability to adapt to changing business needs

•             Highly proficient in Excel including creating ad hoc complex reports from scratch.

 

Qualified candidates should send resumes to ws@rockwood-search.com. Please put your Name and “Private Wealth Business Analyst / PM” in the subject line and attach your resume in word or PDF document form. Also include contact information, salary requirements and any applicable information in the body of the email.

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Financial ServicesRockwood SearchDirect Hire, New York
Market Data Business Analyst

Market Data Business Analyst

Global asset Manager seeks an experienced Market Data Operations Analyst to assist in the improvement of data management processes. Responsibilities include: Monitoring, researching and reviewing complex security and market data to resolve data exceptions and recommend changes, escalating discrepancies, and improving market data quality; Conducting data and business process analysis to identify and create requirements and solutions to improve efficiency, scalability, and reliability to implement streamlined workflows; Liaising with data vendors, custodians, and fund administrators to source and maintain accurate market data within the firm’s ecosystem.

Qualifications include:

  • 3-8 years of experience within Financial Services.

  • Excellent data management skills and knowledge of various data sets, including security master data, pricing data, corporate actions, index levels, holdings, transactions, index constituents, performance data, security analytics.

  • Exceptional analytical skills and some proficient in SQL preferred.

  • Business analysis experiences to gather business requirements and create document requirements for developers.

  • Understanding of data operations to assess current process and make recommendations for improvements to streamline overall process flow.

Qualified candidates should send resumes to ws@rockwood-search.com. Please put your Name and “Market Data Business Analyst” in the subject line and attach your resume in word or PDF document form. Also include contact information, salary requirements and any applicable information in the body of the email.

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Financial ServicesRockwood SearchDirect Hire, New York
Associate/ Senior Associate/VP – Alternative Investment Product Development

Top tier Investment Manager has multiple openings within Product Development. The Alternative Investment Product Development Team, based in New York. collaborates with Portfolio Management, Distribution, Senior Management and various internal stakeholders on the development and implementation of investment products in an effort to support the firm’s overall business strategy and key strategic initiatives. The Team manages new products through the entire product lifecycle from the idea generation stage through the approval process and ultimately to successful operational launches across multiple asset classes and vehicle structures.

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Financial ServicesRockwood SearchDirect Hire, New York
Investor Services Analyst

Very stable investment firm seeks an individual with 1-4 years of experience to be responsible for daily investor servicing including transactions, AML, cash monitoring, data management, events, and fund communications. Candidates must have experience managing capital flows such as subscription and redemptions; Disseminating fund communications to investors; Maintaining CRM to ensure accuracy of investor attribute and contact data; Facilitating completion of legal agreements for consultant, data aggregator and fund of fund relationships and Organizing both virtual and in-person investor events, overseeing all aspects from registration to post-event analysis.

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Financial ServicesRockwood SearchDirect Hire, New York
Data Analyst – Reference Data

Large global alternative asset manager seeks a Data Analyst within its Data Strategy Operations division. The candidate should have qualities to understand the operations groups' internal applications (Security Master, Front End Platform, Accounting System, and Reporting Tool). A good understanding on the synchronization and workflow of the different applications used within the operations group day to day is a must. Due to the volatile nature of this business and rapid technological improvements, the candidate would also be required to participate in testing phases during implementations and integrations of their internal applications and processes. While the major role of this candidate would be Security Master and Reference data management, a good understanding of the entire operational workflow process is recommended. Functional responsibilities will include various asset type setups, maintenance of reference data across several platforms, platform testing/integration and many ad-hoc requests from several different internal as well as external contacts.

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Financial ServicesRockwood SearchDirect Hire, New York