Client Onboarding & Operations Analyst

Job Description

Client Onboarding & Operations Analyst– Entry Level | PrincePerelson and Associates

The Tone:
This is a full-time, entry-level role at a prestigious investment bank, located in Dallas, TX. The company is seeking a Client Onboarding & Operations Analyst to join their team and support crucial functions. This position offers an excellent opportunity to gain significant exposure to investment management and the broader financial services industry. The role is vital for coordinating client proposals and contributing to operational efficiencies across various internal teams.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Dallas, TX
• Pay: $47000–$56000 yearly
• Mission: Supporting the coordination of client proposals and enhancing operational processes within investment management.
• Tech Stack: Microsoft Excel, Word, PowerPoint

What You’ll Actually Do
• Prepare: Coordinate client proposals and due diligence questionnaires for various initiatives.
• Partner: Collaborate with internal teams to gather necessary information and meet project deadlines.
• Learn: Gain knowledge about investment products, market trends, and client solutions offered by the firm.
• Track: Monitor proposal activity and contribute to reporting initiatives to maintain oversight.
• Review: Examine materials for accuracy and actively contribute to the improvement of team processes.

The Must-Haves
• Background: Entry-level professional with a Bachelor’s degree seeking to enter the financial services industry.
• Experience: No specific years of experience are required for this entry-level role.
• Skills: Excellent written and verbal communication skills, strong organizational and project management abilities, exceptional attention to detail and accuracy, and the ability to manage multiple priorities.
• Bonus: Prior internship or experience within the financial services sector.