Job Title:
Operations Associate
Job Code:
7031
Job Category:
Investment Operations
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Dec 14 2022
Expires On:
Jan 20 2023
Responsibilities:
- Executing trades of marketable securities and asset transfers on custodial platforms
- Creating a variety of recurring and ad hoc reporting
- Preparing and processing account openings, maintenance & service requests
- Facilitate the subscriptions and funding of alternative investments (Hedge Funds & Private Equity)
- Client meeting preparation and client publication production
- Correspond and ensure open communication internally and with a wide range of fund administrators & custodians
- Collaborate with other internal departments
Qualifications:
- Bachelor's Degree
- Proficiency in Word, Excel, and Outlook
- Comfortable in a fast-paced, dynamic, and highly entrepreneurial environment
- Analytical, critical thinking, and problem-solving
- Good written and verbal communication skills
- Highly organized, with emphasis on attention to details
- Demonstrate the ability to prioritize and proactively manage conflicting priorities while maintaining a high degree of accuracy and consistency
- Ability to learn propriety software, adapt to unexpected issues and work with others
- High degree of commitment and reliability
Additional Info:
For more information contact Adam: adamc@fanning-boston.com
Salary Range: