Analyst, Fund Operations

Analyst, Fund Operations

The Global Client Group is seeking an Analyst to support the day-to-day interactions with Japan, Private Wealth, and Institutional Partner distribution teams, as well as fund administration vendors. The Analyst will interface across multiple departments to communicate time-sensitive, proprietary information to each of our partners. This person will support the team and serve as a point of contact for internal and external communications regarding product-specific operational inquiries.

Responsibilities :

• Manage requests for a specific Fund, strategy or process across internal and external parties in a timely manner.
• Support and strengthen relationships with advisors by providing high level of service through written and verbal interactions
• Support the Fund Operations Team with key deliverables.
• Use resources to research issues as they arise, consult with Fund Operations, sales, and management team on potential solutions. Escalate to leadership as needed.
• Monitor inboxes for service requests from internal and external teams, process and track outstanding items to determine prioritization and ensure completion in a timely manner.
• Follow documented procedures and propose new ideas to enhance relationships, and fulfill advisor and broker / dealer short- and long-term expectations.
• Identify areas of opportunity to enhance the overall client experience.
• Assist other fund operations team members as needed.

Education / Experience Requirements :

About You :

What CIM Offers :

Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required.

How We Feel About Diversity and Inclusion :

At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together.