Senior Associate – Investran Support Analyst (Fund Administration)

Job Description

As a support analyst you will be responsible for handling Private Capital Suite inquiries submitted by our internal teams as well as our clients. Troubleshooting problems with the software application, providing in depth product support and researching issues.

Onboarding:

User setup and management

Investor/ Fund/ Contact management

Deliverables

Private Capital Suite (Investran) tickets/ Issue log/ Project planning

Managing vendor tickets on behalf of users

Additional training documents (PPT or Word)

Projects and growth:

Deliver new templates/ custom SSRS reports / new RW drivers / ad-hoc reports

Assign centralized tasks down the line, for example static data uploads/ updates, onboarding new domains and new entities

Industry knowledge, procedure training and design

Responsibilities (how we will measure success):

Able to train other people with their current procedures

Able to meet deadlines with accuracy

Able to communicate with the team and be a contributing member of the team including but not limited to projects, industry knowledge, procedures, and training