Investment Analyst

Grow your career as a Investment Analyst with an innovative global bank in Jersey City. NJ. Contract role with possibility of extension. Will require working a hybrid schedule 2-3 days onsite per week.

Join one of the world's most renowned global banks and trusted brand with over 200 years of continuously evolving financial services worldwide Will be responsible for assisting the team that supports the Alternative Investments platform. You will work alongside some of the smartest minds in the industry who are excited to share their knowledge and to learn from you.

Contract Duration: 2+ Months

Required Skills & Experience

• Undergraduate degree in Business Administration, Mathematics or Finance
• 4-6 years of experience performing a similar function with a focus on investment funds (hedge, private equity, or mutual funds)
• Ability to handle multiple tasks effectively and work within tight deadlines
• Working knowledge of Excel (pivot tables and v-look ups required) and other Microsoft Office applications
• Fluent in English
• Highly motivated self-starter with an appetite for knowledge
• Effective and efficient researcher
• Strong organizational skills with the ability to set, organize and meet priorities
• Strong attention to detail
• Excellent verbal and written communication skills
• Ability to work independently as well as with others in different time zones??????

??????? What You Will Be Doing

• Hedge Fund (feeders, fund of funds & Managed Accounts) Product Support
• Assist with fund launch process
• Assist in the oversight of Trade exceptions and FOP Transfers
• Update various calendars and trackers
• hedge fund feeder and FoF trading calendars

Maintain list of funds on platform with pertinent information

Document management

Maintain product information in a highly organized fashion – such as organization documents, daily, monthly and annual reports, and other product-related item

Private Equity/Real Estate (PERE) Product Support

Assist with fund (feeder and fund of funds) bank account opening

LEI request

GIIN request

Coordinate completion and execution of W forms and Form 8832 or say ‘Coordination completion and execution of Tax Forms’ to cover both forms.

Client Profile Questionnaire

Coordinate various documentation related to closings

Maintain list of funds and proper signature blocks

Regulatory Reporting

Assist in preparing templates for regulatory filings

Collect, organize, and reconcile information

Reformatting data to fit pre-existing templates

Data entry

Prepare control checks related to regulatory compliance for team review

Other

Document management related to regulatory reporting

Assist in process improvement projects as well as many ad hoc projects

Vendor Invoice review and reconciliation

You will receive the following benefits:

• Medical Insurance - Four medical plans to choose from for you and your family
• Dental & Orthodontia Benefits
• Vision Benefits
• Health Savings Account (HSA)
• Health and Dependent Care Flexible Spending Accounts
• Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance
• Hospital Indemnity Insurance
• 401(k) including match with pre and post-tax options
• Paid Sick Time Leave
• Legal and Identity Protection Plans
• Pre-tax Commuter Benefit
• 529 College Saver Plan

Motion Recruitment Partners (MRP) is an Equal Opportunity Employer. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Employment is subject to the successful completion of a pre-employment screening. Accommodation will be provided in all parts of the hiring process as required under MRP’s Employment Accommodation policy. Applicants need to make their needs known in advance.