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Business Analyst (Level 3)
Ref No.: 18-07824
Location: New York, New York
PRINCETON INFORMATION WILL NOT CONSIDER SUB-CONTRACTORS (No Corp-Corp) FOR THIS ROLE.
 
Job Information:
Job Title: Business Analyst (Level 3)
Job Location: New York, NY 10036
Duration: 1 year plus project
 
Principal Duties:
  • Service Delivery at standards that meet client expectations.
  • Act as a primary contact point to the Fund Manager for investor related information.
  • Act as a primary contact point for fund investors.
  • Open new investor accounts ensuring compliance with the fund documentation, anti- money laundering requirements, statutory regulations and company policies and procedures.
  • Process investor transactions in line with the fund documentation, anti-money laundering requirements, statutory regulations and company policies and procedures.
  • Process cash movements associated with investor activity.
  • Provide investors and their nominees with statements, contract notes and other. documentation, through routine distributions and in response ad hoc requests.
  • Handle queries from investors and fund managers in a professional and prompt manner, escalating where appropriate.
  • Ensuring that the records of the fund are maintained in a complete and organized manner.
  • Produce Management Information Systems ( "MIS”) and other internal operational reports that assist in the effective operation of the team.
  • This role has particular responsibility for the second level review of activity entered by fellow team members.
 
Requirements
  • Bachelor's degree
  • Minimum 2-3 years professional experience
  • Strong team and interpersonal skills
  • Strong communication (written & oral)
  • Advanced Excel skills (pivot tables, V-lookups)
  • Strong organizational skills & Multi-Tasking ability