Financial Services Analyst
4 days ago
Cobden & Carter International is seeking a highly skilled Investment Operations Analyst to join our team.
- The ideal candidate will have experience in managing the onboarding process for new managers and funds to the trading platform and supporting their account opening process for inclusion in existing clients' portfolios.
Main Accountabilities
- Coordinate tax and legal reviews of third-party asset manager documentation and investment contracts.
- Identify potential legal issues that may impact investments for clients and in-house funds.
- Deliver high-quality work that meets client expectations and adheres to excellence standards.
- Provide guidance to consulting and portfolio management teams on legal review procedures.
- Build strong working relationships with internal and external stakeholders at all levels.
- Support due diligence queries and resolve legal/tax concerns.
- Lead projects utilizing subject matter expertise.
- Maintain and utilize internal databases.
- Nurture relationships with key stakeholders and external service providers.
- Enhance processes based on previous experience.
Requirements
- A degree in business, math, finance, science, engineering, or equivalent experience.
- A minimum of 2-3 years of successful investment industry experience.
- Experience in onboarding fund/investment managers.
- A legal/paralegal background is essential.
- Knowledge/experience of investment manager agreements and fund subscription documents.
- Familiarity with institutional clients is beneficial.
- Strong English communication skills.
- Excellent internal networking and cross-functional collaboration skills.
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