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Fund Services Public Analyst

  • Dallas, TX, United States

$23 USD / hour

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Job details

Pay
$23 USD / hour
Posting language
English
Posted

Original job description

Job Title: Fund Services Public Analyst – Hiring FAST! Industry: Finance Location: Dallas, TX Pay Rate: $23/HR on W2 Only – NO C2C Setting: Onsite Required (Hybrid/Remote is NOT an Option) Duration: 6+ months Job ID: 248292

Required Qualifications:

  • Strong organizational and time-management skills, with close attention to detail.
  • Clear written and verbal communication skills.
  • Ability to manage multiple assigned tasks and meet established deadlines.
  • Ability to follow documented procedures, ask questions, and escalate issues appropriately.
  • Comfort working collaboratively in a team-oriented and fast-paced environment.
  • Professional, dependable, and able to handle business information appropriately.
  • Genuine interest in learning about investment products, fund operations, and asset management.
  • Familiarity & experience in asset management & program management (preferred).

Responsibilities:

  • Provide day-to-day project coordination support for new fund launches and other fund-related activities.
  • Maintain project plans, launch checklists, trackers, and internal workflow tools under the direction of senior team members.
  • Schedule working-group meetings, organize materials, prepare draft agendas, and document meeting notes and action items.
  • Follow up with internal stakeholders on assigned tasks, required information, and upcoming deadlines.
  • Maintain accurate records for fund launches, fund changes, restructurings, and terminations.
  • Assist with collecting and organizing information required for internal system setup and external service-provider onboarding.
  • Support the preparation of status reports, management updates, presentation materials, and working-group documentation.
  • Set up new funds in firm s systems based on fund documentation and internal information
  • Perform basic data validation to confirm that information is complete and accurately reflected across trackers and supporting materials.
  • Identify missing information, overdue deliverables, or potential process issues and escalate them to the appropriately
  • Support ad hoc operational projects and process-improvement initiatives.
  • Develop a foundational understanding of asset management operations, investment funds, and end-to-end fund lifecycle activities.
More about this job

Skills

  • FAST
  • Time management
  • Attention to detail
  • Communication skills
  • Use questioning techniques
  • Program management
  • Workflow
  • Onboarding
  • Documentation
  • Process improvement

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