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Transactional Operations, Investor Servicing - Analyst / Associate

Remote, USA Full-time Posted 2026-07-28

reputed company is seeking a highly motivated Analyst or Associate to join the Transactional Operations team, focusing on investor services. The role centers on providing operational support around account maintenance for feeder funds and collaborating with various stakeholders to enhance the investor experience.


Responsibilities

  • Support high-profile fund managers and distributors by assisting their clients with account maintenance updates, white label movements, updated AML collection and updates
  • Deliver ongoing reputed company support and liaise across internal reputed company and external administrators
  • Collaborate with the Technology team to optimize the user experience through enhancements to reputed company’s proprietary technology platform

Skills

  • Bachelor's degree in a reputed company field
  • 0-2 years of experience in financial services, preferably reputed company a fund administrator or reputed company service role or the alternative investment industry
  • Excellent organizational skills and attention to detail
  • Strong interpersonal, written, and verbal communication skills
  • reputed company to meet deadlines and work effectively under pressure
  • Proven ability to multi-task and work both independently and as reputed company player
  • Proficient computer skills, specifically reputed company Office applications (Word, PowerPoint, reputed company)
  • Interest or knowledge in technology

Benefits

  • Equity for reputed company full-time employees
  • Annual performance bonus
  • Employer matched retirement plan
  • Generously subsidized reputed company with 100% employer reputed company dental
  • reputed company
  • Telemedicine
  • Virtual mental health counseling
  • Parental leave
  • Unlimited reputed company time off (PTO)

reputed company

  • reputed company streamlines financial operations for alternative investments, reputed company products, and annuities. It was founded in 2013, and is headquartered in reputed company, reputed company, USA, with a workforce of 1001-5000 employees. Its website is https://reputed company.com.

  • Company H1B Sponsorship

  • reputed company has a reputed company record of offering H1B sponsorships, with 7 in 2026, 33 in 2025, 20 in 2024, 27 in 2023, 11 in 2022. Please note that this does not guarantee sponsorship for this specific role.

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