The Planet Group
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http://www.theplanetgroup.com
http://www.theplanetgroup.com
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$20-24/hr
Mutual Fund Admin
6-month contract with a possibility for extension or temp to perm opportunity
Location: New Jersey 07311
Must Haves:
Job Description/Summary:
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 include, but are not limited to:
Mutual Fund Admin
1150 Plaza Five Jersey City, NJ 07311 US
Posted: 02/21/2024
2024-02-21
2024-03-23
Employment Type:
Contract
Job Category: Administrative
Job Number: 612622
Country: United States
Is job remote?: No
Job Description
$20-24/hr
Mutual Fund Admin
6-month contract with a possibility for extension or temp to perm opportunity
Location: New Jersey 07311
Must Haves:
- 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
- Experience working with Hedge Funds
Job Description/Summary:
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 include, but are not limited to:
- 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.
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