Bloomberg Analyst & Investor Services Administrator
- Charlotte, NC, United States
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Job details
- Education
- Bachelor’s degree
- Posting language
- English
- Posted
Original job description
Introduction At Artex, we reimagine what risk management can be and we do it with bold thinking, deep expertise, and an unwavering belief in what’s possible. As part of our global team, you’ll help clients navigate complex risks through creative, forward-looking solutions that go beyond the expected. This is a place where innovation is encouraged, ideas are welcomed, and no two days look the same. We’re a community of confidently curious problem-solvers, opportunity seizers, and collaborative thinkers, working together to challenge convention and shape the future of our industry. Here, you’ll be supported to explore your potential, grow your expertise, and make a meaningful impact on a global scale. Overview A unique opportunity to join a global fund administration team and gain hands-on experience supporting hedge funds, institutional investors, and alternative investment vehicles. Supporting fund accounting teams in several international locations, you'll develop technical, analytical, and client-service skills that form the foundation of successful careers in investment operations, fund accounting, asset management and capital markets. If you're naturally curious, detail-oriented, and excited by financial data, this role offers exposure that most professionals don't receive until years into their careers. How you'll make an impact Bloomberg & Market Data Analysis Become the go-to resource for critical investment data used by hedge funds and fund accounting teams. Retrieve and analyze security pricing data using Bloomberg Terminal Research bond coupon rates and maturity schedules Maintain the accuracy and integrity of investment data Troubleshoot Bloomberg-related inquiries and support internal teams Collaborate with finance, accounting, and operations professionals to ensure accurate reporting Investor Services & Fund Operations Play a key role in delivering exceptional service to investors and fund clients. Process investor subscriptions, transfers, withdrawals, and distributions Support investor onboarding and due diligence activities Assist with compliance reviews related to AML, FATCA, and CRS requirements Maintain investor records, payment information, and documentation Coordinate investor communications and reporting Support audit requests and operational projects About You Required: Bachelor's degree preferably in finance, accounting, economics, mathematics, business administration, international relations or related analytical disciplines. Proficiency in Microsoft Excel. Preferred: Experience through internships, co-ops, or professional roles in finance, banking, accounting, investment operations or financial services. Solid understanding of financial acumen Basic knowledge of fixed-income securities. Prior Bloomberg terminal experience a plus. Compensation and benefits At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page. Competitive compensation Comprehensive benefits programs designed to support your well-being Career development opportunities and ongoing learning A collaborative, people-first culture with accessible leadership The opportunity to do meaningful work with global reach and local impact At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles. Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled) Bloomberg & Market Data Analysis Become the go-to resource for critical investment data used by hedge funds and fund accounting teams. Retrieve and analyze security pricing data using Bloomberg Terminal Research bond coupon rates and maturity schedules Maintain the accuracy and integrity of investment data Troubleshoot Bloomberg-related inquiries and support internal teams Collaborate with finance, accounting, and operations professionals to ensure accurate reporting Investor Services & Fund Operations Play a key role in delivering exceptional service to investors and fund clients. Process investor subscriptions, transfers, withdrawals, and distributions Support investor onboarding and due diligence activities Assist with compliance reviews related to AML, FATCA, and CRS requirements Maintain investor records, payment information, and documentation Coordinate investor communications and reporting Support audit requests and operational projects Required: Bachelor's degree preferably in finance, accounting, economics, mathematics, business administration, international relations or related analytical disciplines. Proficiency in Microsoft Excel. Preferred: Experience through internships, co-ops, or professional roles in finance, banking, accounting, investment operations or financial services. Solid understanding of financial acumen Basic knowledge of fixed-income securities. Prior Bloomberg terminal experience a plus.
More about this job
Skills
- Data analysis
- Regulatory compliance
- Anti-money laundering
- CRS
- Documentation
- Reporting
- Microsoft Excel
- Financial capability
- Securities