Client Service & Operations Summer Analyst jobs in United States
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TIG Advisors, LLC · 17 hours ago

Client Service & Operations Summer Analyst

TIG Advisors, LLC is a global wealth manager focused on creating impact and legacy for discerning capital owners. They are seeking a Summer Analyst to join their Client Operations Department, providing exposure to servicing Ultra High Net Worth clients through collaboration with the Client Service and Operations Teams.

Financial Services

Responsibilities

Partner with assigned Client Service and Operations Teams to service the Firm’s UHNW clients
Prepare new account paperwork, contracts, and subscription agreements
Facilitate the opening and closing of accounts including SMAs and brokerage
Manage cash and security movements including deposits, withdrawals, gifting, wires, and journals
Ensure client data is updated in CRM and custodian systems
Reconcile cash and security transfers, and new investment activity
Perform analysis on missing data and remediate as necessary

Qualification

Microsoft ExcelClient ServiceTime ManagementAttention to DetailOrganizationMicrosoft PowerPointAdobe AcrobatBusiness OperationsFinanceCollaborationMotivation

Required

Bachelor's degree – Finance, Business, Operations, or Engineering Preferred
High attention to detail with the ability to work within a collaborative, fast paced team environment
Strong time management and organization skills required
Motivated with a desire to learn and grow professionally
Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint

Company

TIG Advisors, LLC

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TIG Advisors is a subsidiary of AlTi Tiedemann Global.

Funding

Current Stage
Early Stage
Total Funding
unknown
Key Investors
Kudu Investment Management
2018-10-31Private Equity

Leadership Team

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Barbara Warga
Chief Operating Officer
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Mike Fastert
Chief Operating Officer/Chief Legal Officer
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Company data provided by crunchbase