Associate, Client Operations

1 week, 6 days ago
Full-time
Junior
Data Science and Analytics
FOCUS PARTNERS

FOCUS PARTNERS

FOCUS PARTNERS provides consulting services in business strategy, financial advisory, and mergers & acquisitions, helping clients achieve strategic goals and maximize value.

Professional Services
1-10
Founded 2005

Description

  • Support client portfolio recordkeeping, data management, performance tracking, and reporting for clients and advisors.
  • Serve as an advocate and subject matter expert for core technology platforms and vendors, including Salesforce, Addepar, Canoe, and Alter Domus.
  • Collaborate with stakeholders to build and optimize cross-functional workflows for alternative investment data management, cash flows, and reporting.
  • Work with Advisors on day-to-day inquiries and the evaluation and onboarding of new alternative investments.
  • Maintain the alternative data universe by ensuring timely and efficient processing of LP-level data across workflows.
  • Assist with client onboarding, market reference data management, custom attribute support, cash flow review, valuation, performance, and reporting.
  • Participate in strategic initiatives to improve the overall client experience.
  • Complete ad hoc assignments in a timely, accurate, and well-communicated manner.
  • Follow compliance rules and standard operating procedures.
  • Support security and client setup, data intake, and report creation and maintenance.

Requirements

  • 1–3+ years of experience in performance, data, fund operations, and/or fund accounting within the financial services industry.
  • Prior experience with alternative investments is preferred.
  • Experience with financial technology and workflows.
  • Working knowledge of Addepar and Canoe is a plus.
  • Strong analytical ability, intellectual curiosity, high integrity, and problem-solving skills.
  • Ability to multi-task in a fast-paced environment, work independently, and build cross-functional relationships.
  • Strong written and verbal communication skills.
  • Proactive, solution-oriented mindset with the ability to thrive in an entrepreneurial environment.
  • Bachelor’s degree with a demonstrated track record of academic success.

Benefits

  • Annualized base pay range of $60,000–$70,000.
  • Meaningful annual cash opportunity.
  • Comprehensive benefits package.
  • Opportunity to grow in a role focused on alternative fund operations or portfolio accounting.

Interested in this position?

Apply directly on the company website

Apply Now

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