IS Investor Implementation Project Specialist

• Support new Fund Administration, Portfolio Insights, and Valuations clients by on-boarding them onto the Client System i.e., implementation of client s limited partners list, investments, capitalization table and securities
  

• Extract relevant information from operating agreements and subscription documents to upload limited partners to Client.
  

• Analyze data thoroughly and precisely to maintain data integrity throughout the on-boarding process
  

• Effectively liaise between sales and Investor Services teams as the bridge post-sales through implementation
  

• Coordinate and manage multiple/simultaneous implementation projects by continually communicating with and motivating clients within tight deadlines
  

• Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process
  

Requirements

• 3 and above years of experience
  

• College Degree
  

• Proven success in a project management capacity
  

• Ability to interpret a story through unstructured data
  

• Experience working with financial data and information
  

• Great people skills high degree of empathy and great communication skills
  

• Experience working with clients
  

• Experience in implementing and successfully managing small and large projects or initiatives with sustained, measurable success
  

• Incredible organizational skills, high attention to detail, and an ability to complete competing priorities quickly and autonomously
  

• Passionate, tactical, and direct, with an ambitious attitude and a proven history to go above and beyond baseline requirements
  

• Interested in working with enterprise software