Schonfeld · 4 days ago
Client Operations Associate
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FinanceFinancial Services
Insider Connection @Schonfeld
Responsibilities
Assist in the investor Operational Due Diligence (“ODD”) process, including managing the quarterly firm Due Diligence Questionnaire (“DDQ”) and customized investor DDQs
Attend investor ODD meetings/calls and manage all associated notes, processes, and follow-ups
Work with the Fund Administrator and Fund Accounting teams to review investor capital activity and reporting
Manage operational client requests to ensure investor questions are addressed in a timely manner
Prepare capital activity and investor balance reporting and analysis for internal stakeholders
Liaise with Legal, Compliance, and Fund Accounting teams to assist with client onboarding and servicing
Assist with industry surveys and ad-hoc analysis for clients
Qualification
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Required
3-5 years of financial services experience
Team player with a collaborative approach and a growth mindset
Excellent written and verbal communication skills with strong attention to detail
Self-starter with exceptional organizational and problem-solving skills
Ability to take ownership of and multi-task across priorities to ensure successful and timely completion of deliverables
Capable of operating in a dynamic, fast-paced environment
Poised and professional presence with the ability to readily contribute thoughts and perspectives
Experience and proficiency with Microsoft Excel, PowerPoint, and Word
Preferred
Working knowledge of CRM databases
Basic understanding of the hedge fund business and/or capital markets
Company
Schonfeld
Schonfeld Strategic Advisors is a multi-manager platform that invests its capital with Internal and Partner portfolio managers, primarily on an exclusive or semi-exclusive basis, across four trading strategies; quantitative, fundamental equity, tactical trading and discretionary macro & fixed income.
H1B Sponsorship
Schonfeld has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2023 (16)
2022 (32)
2021 (26)
2020 (13)
Funding
Current Stage
Late StageRecent News
Company data provided by crunchbase