Operations Analyst - Investor Relations 8/11/2016

Nelson Pasadena, CA

Company
Nelson
Job Classification
Full Time
Company Ref #
28726717
AJE Ref #
575853467
Location
Pasadena, CA
Job Type
Regular

JOB DESCRIPTION

APPLY
The expansion of an entrepreneurial investment firm has created an opening for a polished, highly organized OPERATIONS ANALYST - INVESTOR RELATIONS to ASSIST WITH NEW ACCOUNTS AND COMMUNICATING WITH EXISTING INTERNAL AND EXTERNAL CLIENTS via phone, email and in person.

The OPERATIONS ANALYST will ACT AS A LIAISON BETWEEN CLIENTS AND 3RD PARTY ADMINISTRATORS to ENSURE ACCURACY AND EFFICIENCY FOR ALL PAPERWORK/documentation.

SALARY: $70-75K PLUS BONUS AND BENEFITS, LOCATION: LOS ANGELES, CA 91011

OPERATIONS ANALYST - INVESTOR RELATIONS Responsibilities:

* Assist with opening new accounts and filling out paperwork
* Complete alternative investment paperwork
* Process and record distributions and activity into internalsystem
* Ensure that all signatures pages are complete
* Maintain database through prompt and concise entry of original documents and preparation of accurate and timely reports

* Maintain an organized electronic filing system
* Communicate with internal and external clients including 3rd party administrators

OPERATIONS ANALYST - INVESTOR RELATIONS Requirements:

* 2+ years' experience in operations within an investment firm
* Exposure to RIA firm or investment advisory firm
* Proficiency in Microsoft Office Suite and Adobe, including advanced Excel skills
* Strong Attention to Detail
* Excellent communications and interpersonal skills