What are the responsibilities and job description for the Finance Associate position at US Tech Solutions?
JOB DESCRIPTION
Manager looking for a Team-oriented candidate with strong attention to detail.
Hybrid Schedule :
Physically in the office T,W, TH unless told otherwise.
Global Support of all alternative fund transactions :
Help facilitate clients wanting to buy / transfer alternative investments by supporting four internal client bases : Mutual Funds Trading Desks (NYC / London), Mutual Funds Transfer Desk (NJ), MF Corporate Actions (NJ) and MFS Implementations / Conversion Team (Boston).
Responsibilities :
Responsibilities include, but are not limited to :
Review and complete Hedge Fund Documentation.
Manage client investments into Alternative Funds including hedge funds, private equity, venture capital, and real estate funds.
Organize and maintain client and fund company information (client profile, hedge fund subscription documents, PPMs, etc.)
Respond to internal and external client inquiries.
Contact Fund Companies to ensure external accounts are set up properly.
Qualifications :
Bachelor’s Degree or related industry experience preferred
Ability to work successfully with internal and external clients and service providers
Ability to work successfully in a team oriented environment
Superior organizational skills
Strong attention to detail
Strong verbal and written communication skills
Proficiency in Adobe Professional, Word, Excel, Lotus Notes and PowerPoint
Workday REQ
