The Planet Group
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Operations Specialist: Funds
6-month contract
Location: Jersey City, NJ
$22-24/hr
Must Haves:
Job Description/Summary:
Global Support of all alternative fund transactions:
Help facilitate clients wanting to buy/transfer alternative investments by supporting four internal client bases: Mutual Funds Trading Desks (NYC/London), Mutual Funds Transfer Desk (NJ), MF Corporate Actions (NJ) and MFS Implementations/Conversion Team (Boston).
Responsibilities:
Qualifications:
Operations Specialist: Funds
1150 Plaza Five Jersey City, NJ 07311 Jersey City, NJ 07311 US
Posted: 06/28/2023
2023-06-28
2023-10-22
Employment Type:
Contract
Job Category: Accounting & Finance
Job Number: 573488
Country: United States
Is job remote?: No
Job Description
Operations Specialist: Funds
6-month contract
Location: Jersey City, NJ
$22-24/hr
Must Haves:
- Bachelor's degree
- Proficient with Adobe Professional, Work, Excel and PowerPoint
- Fiserv experience
- Experience with funds or trades
- Lotus Notes experience
Job Description/Summary:
Global Support of all alternative fund transactions:
Help facilitate clients wanting to buy/transfer alternative investments by supporting four internal client bases: Mutual Funds Trading Desks (NYC/London), Mutual Funds Transfer Desk (NJ), MF Corporate Actions (NJ) and MFS Implementations/Conversion Team (Boston).
Responsibilities:
- Review and complete Hedge Fund Documentation.
- Manage client investments into Alternative Funds including hedge funds, private equity, venture capital, and real estate funds.
- Organize and maintain client and fund company information (client profile, hedge fund subscription documents, PPMs, etc.)
- Respond to internal and external client inquiries.
- Contact Fund Companies to ensure external accounts are set up properly.
Qualifications:
- Bachelor’s Degree or related industry experience preferred
- Ability to work successfully with internal and external clients and service providers
- Ability to work successfully in a team oriented environment
- Superior organizational skills
- Strong attention to detail
- Strong verbal and written communication skills
- Proficiency in Adobe Professional, Word, Excel, Lotus Notes and PowerPoint
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Ready to take the next step in your career? Explore our job opportunities in and around Jersey City, New Jersey, where the vibrant cityscape meets the calming waters of the Hudson River. This dynamic area offers a perfect blend of urban living and green spaces, with easy access to New York City just a short ride away. Imagine working in the shadow of the iconic Statue of Liberty, enjoying diverse cuisine from food trucks to Michelin-starred restaurants, or catching a show at the historic Loew's Jersey Theatre. Jersey City boasts an impressive art scene, lively nightlife, and plenty of outdoor recreational options at Liberty State Park. Join us in this culturally rich and fast-growing region, and make your career dreams a reality!