IG
CW Analyst_USA_USD
IMCS Group Inc
🇺🇸 United States
On-site
Entry level
1 day ago
1 day ago
Job Title: AWM - Operations - Fund Services Public - Analyst
Work location: 200 West St, New York, NY
Contract Duration: from start date through YE and possibility for extension pending if leave is extended
Pay rate: ***/hr
Fund Services
Contingent Worker | Entry-Level Opportunity
EMPLOYMENT TYPE
Contingent Worker
EXPERIENCE
0-2 year
FUNCTION
Asset Management Operations
TEAM
Fund Services
LEVEL
Junior / Entry Level
LOCATION
New York
Role Overview
The Fund Services team supports the setup, launch, and ongoing lifecycle management of Alternative investment funds. The team works with internal business groups and external service providers to help ensure fund launch & life cycle activities are completed accurately, efficiently, and timely.
The candidate will provide analytical and project management coordination for launch of funds and fund lifecycle events, working alongside experienced team members. This role is suited to an early-career candidate seeking practical exposure to asset management operations, investment products, and the fund lifecycle.
Key Responsibilities
Provide day-to-day project coordination support for new fund launches and other fund-related activities.
Maintain project plans, launch checklists, trackers, and internal workflow tools under the direction of senior team members.
Schedule working-group meetings, organize materials, prepare draft agendas, and document meeting notes and action items.
Follow up with internal stakeholders on assigned tasks, required information, and upcoming deadlines.
Maintain accurate records for fund launches, fund changes, restructurings, and terminations.
Assist with collecting and organizing information required for internal system setup and external service-provider onboarding.
Support the preparation of status reports, management updates, presentation materials, and working-group documentation.
Set up new funds in firm’s systems based on fund documentation and internal information
Perform basic data validation to confirm that information is complete and accurately reflected across trackers and supporting materials.
Identify missing information, overdue deliverables, or potential process issues and escalate them to the appropriately
Support ad hoc operational projects and process-improvement initiatives.
Develop a foundational understanding of asset management operations, investment funds, and end-to-end fund lifecycle activities.
Basic Qualifications
Strong organizational and time-management skills, with close attention to detail.
Clear written and verbal communication skills.
Ability to manage multiple assigned tasks and meet established deadlines.
Ability to follow documented procedures, ask questions, and escalate issues appropriately.
Comfort working collaboratively in a team-oriented and fast-paced environment.
Professional, dependable, and able to handle business information appropriately.
Genuine interest in learning about investment products, fund operations, and asset management.
Familiarity & experience in asset management & program management (preferred)
Skills and Attributes
Attention to detail
Curiosity and willingness to learn
Strong follow-through
Professional communication
Effective teamwork
Ability to prioritize assigned work
Comfort asking questions
Dependable and control-minded approach
CW Analyst_USA_USD · IMCS Group Inc