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Senior Associate - Investran Support Analyst (Fund Administration)

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IQ-EQ

2024-10-02 12:46:43

Job location Dallas, Texas, United States

Job type: fulltime

Job industry: Administration

Job description

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:

Junior staff with one to three years of experience.

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:

We could be delivering new templates/ custom SSRS reports / new RW drivers / ad-hoc reports.

We will 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.

Inform a friend!

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