Previous Job
Previous
Business Analyst
Ref No.: 18-10018
Location: New York, New York
Global Financial Client in New York, NY
4+ Months Contract
Business Analyst


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