Fund Service Director
$75K - $103K/yr
* Serve as the primary point of contact to both new and existing clients, fund administrators, reporting providers, RIAs, broker dealers, wirehouses for all operational inquires while collaborating ...
$75K - $103K/yr
* Serve as the primary point of contact to both new and existing clients, fund administrators, reporting providers, RIAs, broker dealers, wirehouses for all operational inquires while collaborating ...
$75K - $103K/yr
* Serve as the primary point of contact to both new and existing clients, fund administrators, reporting providers, RIAs, broker dealers, wirehouses for all operational inquires while collaborating ...
$175K - $250K/yr
Our capital is provided primarily by Ardian (a $200 billion AUM Paris-based asset manager). We are growing rapidly and seeking key members of our team. The Team: The Senior Real Estate Counsel ...
$175K - $250K/yr
Our capital is provided primarily by Ardian (a $200 billion AUM Paris-based asset manager). We are growing rapidly and seeking key members of our team. The Team: The Senior Real Estate Counsel ...
Woburn, MA · On-site
$90K - $100K/yr
Our capital is provided primarily by Ardian (a $200 billion AUM Paris-based asset manager). We are growing rapidly and seeking key members of our team. The Team: The Staff Accountant will report to ...
Woburn, MA · On-site
$90K - $100K/yr
Our capital is provided primarily by Ardian (a $200 billion AUM Paris-based asset manager). We are growing rapidly and seeking key members of our team. The Team: The Staff Accountant will report to ...
| Aspect | Ardian | Financial Analyst |
|---|---|---|
| Required Credentials | Typically a degree in finance, economics, or related field; certifications like CFA are common | Same as Ardian: degree in finance or related, CFA preferred |
| Work Environment | Private equity or investment firm setting, often collaborative and fast-paced | Corporate finance departments, investment banks, or asset management firms |
| Industry Usage | Private equity, asset management, alternative investments | Finance, banking, investment sectors |
| Common Search/Comparison | Yes | Yes |
Ardian professionals typically work in private equity or asset management firms, focusing on investments and fund management. Financial Analysts also work in similar environments but may have a broader role in analyzing financial data, preparing reports, and supporting investment decisions. While both roles require finance-related credentials and share industry overlap, Ardian roles are more specialized in private equity investments, whereas Financial Analysts may work across various finance sectors.
$75K - $103K/yr
Full-time
Posted 17 days ago
Job description
Serve as the primary point of contact to both new and existing clients, fund administrators, reporting providers, RIAs, broker dealers, wirehouses for all operational inquires while collaborating with internal teams to facilitate a successful onboarding and ongoing experience of a registered fund
Fielding client servicing questions/issues from Financial Advisors (i.e. redemption questions, issues around cap calls, troubleshooting with new clients, managing issues with RIAs/IBDs in conjunction with wholesalers)
Managing workflows pertaining to relationship management with custodians
Speak with various custodians and third parties on a weekly basis for pricing & processing
Liaise between Fund Admin, TA
Work on the development of new products by taking them through structuring, creation of operating model, launch, and initial funding
Project manage new integrations with Custodians, Fund Administrators, RIAs, & independent broker dealers
Collaborate with internal and external project managers to strategically implement new business and meet ongoing client requests to ensure continued satisfaction
Effectively and proactively communicate relationship statuses with various third parties to internal stakeholders
Build excellent working relationships across multiple lines of business and corporate functions
Required qualities/ profile
7-10 years of work experience in the financial services industry
Strong understanding and experience with Registered funds (private equity, private credit or real assets), custodial, transfer agent and fund admin relationships
Team player with a strong work ethic, high integrity, and desire to learn
Organized and motivated, able to work independently
Strong communication and interpersonal skills
Familiarity working with international teams and across cultures