POSITION OVERVIEW:

The Investor Services (IS) Associate will serve as the administrator and business analyst for the Investor Onboarding platform (currently being built on Salesforce Communities), and in the long run will liaise between the IS team, other business lines & Salesforce Tech team to expand the usage of Salesforce, the Investor Onboarding platform, and other technologies to improve Investor Lifecycle management.

In the immediate role, they will oversee the ongoing development and operations of the platform for use by internal and external parties. This person will liaise with various parts of the business and external counsel to develop and deploy new business logic and configure subscription document templates for all new funds. This person will also ensure continuity of process throughout the changes from manual to automated & online. Strong relationship-building, problem-solving, and analytical/data-oriented skillsets are required.

PRIMARY RESPONSIBILITIES:

· Liaise with External Legal to gather requirements for new subscription document templates

· Handle administrative and configuration functions of new subscription document templates within Salesforce Communities, including coordinating with development team as necessary

· Manage Investor Lifecycle: Initiation, Onboarding, Transfers, Redemptions within Salesforce

· Manage and coordinate with legal/tax around document tagging, repository, and integration

· Liaise between users and the application development team

· Work independently with members of the internal user community to define and document enhancement requirements and reporting needs

· Coordinate the evaluation, scope and completion of new business logic requests

· Create controls and routines for quality control over subscription data and processes

· Continuously assess processes & procedures for improvements & standardization

· Maintain procedure documentation for team

· Create/update UAT scripts and facilitate testing

· On-going support for users on the platform

· Liaise with internal and external fund controllers, admins, legal, compliance, and tax teams for data and document exchange related to onboarding investors

QUALIFICATIONS AND EXPERIENCE:

(Academic, Professional, Relevant Job Knowledge)

· Bachelor's degree required

· 5+ years of related technical/data analytics/reporting experience

· Administration experience of Salesforce.com or other CRM system a plus

· Basic understanding of Private Equity & Alternative Investments a plus

· Strong relationship-building and communication skills

· Proven business improvement/problem solving skills

· Experience working with technology team for requirement gathering, UAT and implementation

· Exceptional verbal and written communication skills

· Ability to critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs

Job Type: Full-time

Salary: $120,000.00 - $125,000.00 per year

Schedule:

• Monday to Friday