Client Operations Analyst

Contract position with a large investment firm. Hybrid, 3 days/week in Newark, NJ. What you can expect Client Portal (InvestorFlow): Responsible for day-to-day data activities, including document uploads, correspondence, troubleshooting and working with technology and users to log, track, and resolve issues. Manage user onboard and offboard process, including license review, security and profile review and set up. Manage the end-to-end investor communication process and understanding various communication types and nuances across platforms and audiences being reached, including coordination of undeliverable emails after mailings and removal/inactivation of contacts. Data and Analytics: Manage the current auditing capabilities and continue to build out in scalable manner to proactively identify data issues across the portal platform. Work with related parties to resolve data issues. Other Client Reporting Activities: Partner with other technology focused members in the team to analyze opportunities for automation and work with technology teams on implementation. Assist in the completion of ad-hoc or scheduled work being done by the team, if needed. What you will bring Tech savvy mindset and ability to effectively action the training that will be provided to become a subject matter expert in the back-end administration of investor facing our systems. Knowledge of tools in the sales and investor lifecycle ecosystem: Salesforce, Marketing Cloud, Tableau, InvestorFlow. Strong proficiency in all Microsoft products, including Excel, Word, and Power Point. Additional systems that may be beneficial to know to have a broader impact on the team are Aladdin, Factset, and Vermilion. Strong accountability, adaptability, and takes initiative with a positive attitude. What will set you apart? Experience working in the investment management industry preferred. Excellent organization and time management skills with the ability to balance multiple priorities in high paced, dynamic environment. Strong analytic and project management skills. Detail-oriented with solid written and verbal skills. Ability to work independently and to orchestrate work with other teams. payrate 30 - 36 /hr depending on experience. #J-18808-Ljbffr