Junior Analyst Iii
Oversaw the management of client & product lifecycle activities about the investment team and implementation of investment regulations and policies. Oversaw and assisted with fund setup and permissions for investment teams. Monitored daily controls. Procedure writing. Assisted with Audit reports requested.• Supported client with the onboarding process, broker/sponsor setup, market opening, system mappings, and benchmark requests.• Processed customer and account source documents by… Show more Oversaw the management of client & product lifecycle activities about the investment team and implementation of investment regulations and policies. Oversaw and assisted with fund setup and permissions for investment teams. Monitored daily controls. Procedure writing. Assisted with Audit reports requested.• Supported client with the onboarding process, broker/sponsor setup, market opening, system mappings, and benchmark requests.• Processed customer and account source documents by reviewing data for deficiencies in monthly AUAs and Cash Flows reporting.• Followed procedures and identified improvements while implementing the required process changes as deemed necessary. Show less