Job Title: AWM - Operations - Fund Services - Analyst Duration: 6 months Location: 200 West St, New York, NY, 10282
Role Overview The Fund Services team supports the setup, launch, and ongoing lifecycle management of alternative investment funds. The team works closely with internal business groups and external service providers to help ensure fund launch and lifecycle activities are completed accurately, efficiently, and in a timely manner. The contingent worker will provide analytical and project coordination support for new fund launches and fund lifecycle events, working alongside experienced Fund Services team members. The role is suited to a candidate with 2–5 years of relevant professional experience who is interested in developing broader exposure to asset management operations, investment products, and the end-to-end fund lifecycle.
Key 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.
Coordinate working-group meetings, organize materials, prepare agendas, and document meeting notes and action items.
Follow up with internal stakeholders on outstanding tasks, required information, dependencies, and upcoming deadlines.
Maintain accurate records for fund launches, fund changes, restructurings, and terminations.
Collect and organize 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 the firm’s systems based on fund documentation and information provided by internal stakeholders.
Perform data validation and quality checks to confirm information is complete and accurately reflected across systems, trackers, and supporting materials.
Identify missing information, overdue deliverables, dependencies, or potential process issues and escalate appropriately.
Support ad hoc operational projects and process-improvement initiatives.
Develop and maintain a working understanding of asset management operations, investment funds, and end-to-end fund lifecycle activities.
Basic Qualifications
2–5 years of relevant professional experience, preferably within financial services, asset management, investment operations, fund services, or a related field.
Strong organizational and time-management skills, with close attention to detail.
Strong written and verbal communication skills.
Ability to manage multiple workstreams and meet established deadlines.
Ability to work within established procedures, exercise sound judgment, and escalate issues appropriately.
Ability to collaborate effectively in a team-oriented and fast-paced environment.
Professional, dependable, and comfortable handling business-sensitive information.
Interest in investment products, fund operations, and asset management.
Familiarity with asset management and/or project or program management preferred.
Skills and Attributes
Strong attention to detail
Analytical and problem-solving skills
Strong organizational and follow-through skills
Professional written and verbal communication
Effective teamwork and collaboration
Ability to prioritize multiple assignments
Ability to work independently on defined responsibilities
Sound judgment and appropriate escalation
Dependable and control-minded approach
Curiosity and willingness to learn
Applicant Notices & Disclaimers
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At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws.The pay rate for this position is $33.00/hr.
