Senior Investments Analyst

Date Posted: 04/02/2025

Hiring Organization: Rose International

Position Number: 480597

Job Title: Senior Investments Analyst

Job Location: Jersey City, NJ, USA, 07310

Work Model: Hybrid

Shift: 2-3 days in office, 2-3 remote

Employment Type: Temporary

Estimated Duration (In months): 2

Min Hourly Rate($): 70.00

Max Hourly Rate($): 74.00

Must Have Skills/Attributes: Investments, MS Excel, Multitask, Written Communication

Job Description

***Only qualified Investments Analyst candidates located near the JERSEY CITY, NJ area to be considered due to the position requiring an onsite presence***

Required Education:

• Undergraduate degree in Business Administration, Mathematics or Finance

Required Experience/Skills:

• 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

Personal Traits:

• 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

Responsibilities

This position requires a highly motivated individual who will be responsible for assisting the team that supports the Alternative Investments platform. Responsibilities include (but are not limited to) the following:

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

• Maintain list of funds on platform with pertinent information

• Document management

• Private Equity/Real Estate (PERE) Product Support

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

• Coordinate completion and execution of Tax Forms (e.g., W forms, Form 8832)

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

• **Only those lawfully authorized to work in the designated country associated with the position will be considered.**

• **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**

Benefits:

For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.

California Pay Equity:

For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.

If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.

Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).