CW Analyst_USA_USD
Location: New York, New York
Country: United States
Category: Accounting & Finance
Workplace Location: Onsite
Employment Type: Contract
Posted Date: February 26, 2026
Job ID: 644180
Job Description
CW Analyst
Location: New York City New York
Duration: 6 months
Pay: 27-27.50 per hour DOE
The Planet Group is looking for a CW Analyst to join our well-known financial services client on a 6 -month assignment, working in New York City.
This position will provide high quality service and solutions to shareholders. Through their client service model, Shareholder Services enables distribution of investment products, provides consultative services, scale and controls, all with a focus on being accretive financially to the business.
Within Shareholder Services, Alternative Investment Client Services is a solutions-oriented team seeking to enhance client experience by developing and monitoring ongoing service-related strategies and controls.
The Administrator Oversight team is responsible for managing relationships with our fund administrators, reporting flows to fund portfolio managers, and processing all fund-related transactions.
PRIMARY RESPONSIBILITIES
- Oversee investor transactions in private equity or hedge fund vehicles to ensure accurate trade-flow reporting to portfolio managers
- Evaluate trade waivers and correction requests from sales teams
- Oversee the facilitation of investor trade settlement
- Assist in oversight of vendor relationships (e.g. fund administrators, transfer agents)
- Oversee and coordinate resolution of product servicing issues and errors
- Implement process improvements/enhancements
- Improve internal controls over accounting and operational processes
- Improve collection, dissemination and maintenance of product data attributes
- Lead ad hoc projects within the Shareholder Services group
Basic Qualifications
- Bachelor’s degree
- Detail-oriented
- Ability to work effectively in a fast-paced environment and think clearly under pressure
- Strong organizational/multi-tasking skills
- Leadership - Exchanges information with appropriate people to complete work
- Problem Solving - Solves difficult problems with effective solutions; asks good questions and probes for answers; looks beyond the obvious and does not stop at the first answers
- Self-Development - Ability to recognize personal skills, abilities, limitations and strengths
- Strong Team Player - Creates strong morale and spirit in his/her team; shares wins and successes. Fosters the feeling of belonging in the team
- Proven ability to multi-task and prioritize team responsibilities accordingly
- Strong communication and interpersonal skills
Preferred Qualifications
- 1-3 years financial services experience
- Knowledgeable about the alternative investment industry
EEO Statement
The staffing industry has seen an increase in people falsely representing themselves as recruiters to gather personal information from job seekers. For your safety, do not provide sensitive data to anyone you have not spoken with thoroughly, never provide banking information during the application process, and always double check the email address of the Recruiter to ensure it’s from an official Planet domain (@theplanetgroup.com or @launchcg.com) - and not a domain with an alternative extension like .net, .org, or .jobs.
The Planet Group and our companies are equal opportunity employers. It is our practice not to discriminate against any employee or applicant based on any criteria, condition or basis protected by laws or regulations in the locations where we do business. All qualified applicants are encouraged to apply. We celebrate diversity and are committed to providing an environment of mutual respect. We believe that diversity, equity, and inclusion enable us to better meet our mission and values while serving our clients across the globe. If you have a disability or handicap and would like us to accommodate you in any reasonable way, please inform your recruiter, or contact us, so that we can discuss the appropriate alternatives available.
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About The Planet Group
The Planet Group is a global professional services firm delivering strategic staffing and advisory solutions. We operate at the intersection of talent and transformation – connecting the right people with the right opportunities in the areas of technology, engineering, accounting & finance, digital marketing, and manufacturing.
As one of the largest staffing companies in the US, we operate with a global reach and a performance-first mindset. We partner with clients to move fast, stay agile, and drive measurable results – building high-impact teams that fuel transformation and growth.
