Mutual Fund Data Operations Analyst - Investment Management Firm

Wall Street Personnel
Los Angeles, California
Market Competitive
17 Jan 2022
16 Feb 2022
Industry Sector
Asset Management
Employment Type
Full Time

Firm is in downtown LA - $ 100 Bill AUM.  Still WFH but eventually will be back in office. The U.S Fund Operations Analyst will work closely with Global Relationship sales managers to optimize sales efforts, in addition to providing oversight  of various service and data providers. This position will be responsible for a variety of assignments in connection with managing, analyzing, and reporting on external and internal data across all products for  executives.

Job Functions

  • Responsible for sales data integrity across multiple data platforms.
  • Identify and implement new data projects both internally and with external service providers.
  • Coordinate with multiple Global Relationship sales managers to implement strategic data driven
    sales campaigns based on analysis and data insights.
  • Assist teams with targeted firm level marketing campaigns.
  • Draft monthly and quarterly reports for executives.
  • Support the day-to-day relationship and oversight of the firms Funds Trust third party Transfer
    Agent (TA) and other service providers.
  • Investigate and resolve day-to-day operational items relating to TA functions.
  • Bachelor’s degree preferred
  • Experience with mutual fund operations is required
  • Proficient expertise with Salesforce CRM preferred
  • Proficient user of Microsoft Excel required
  • General understanding of financial sales data preferred
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