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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing relationships within the alternative investments industry, focusing on data quality, reporting accuracy, and effective communication. Proficient in onboarding processes and capable of analyzing and recommending automation opportunities to enhance operational efficiency.
Highest-signal resume keywords
Investor RelationsProject ManagementFund OperationsData AnalysisCFA or CAIA Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data Quality MonitoringReporting AnalysisKPI ManagementRoot Cause AnalysisDocumentation Creation
Soft Skills
Organizational SkillsCollaboration SkillsProblem-Solving SkillsAttention to DetailClear Communication
Certifications & Qualifications
CFACAIAMaster's in Finance
Industry Keywords
Alternative InvestmentsInvestment DataClient SupportRelationship ManagementCross-Functional Teams
About the role
Key responsibilities & impact- Own a portfolio of manager relationships end-to-end, from first introduction through ongoing reporting
- Build long-term partnerships and secure timely, complete data
- Monitor data quality and coverage against timeliness, completeness and accuracy KPIs
- Use exception reports to identify and resolve root causes
- Onboard new managers and funds from the first call through their first reporting cycle
- Work with internal data analysts to meet SLAs
- Diagnose reporting breakdowns, own communications with managers and drive escalations to resolution
- Analyze coverage gaps across the fund universe and provide written recommendations to Product on automation opportunities
- Partner with Customer Success on onboarding statistics, sales-trial coverage checks and client deadlines
- Create documentation to help the function scale
- Expand into client support and relationship management as automation reduces manual work
Requirements
What you’ll need- Bachelor's degree required
- Advanced degree desirable
- Solid understanding of the alternative investments industry and a real interest in investment data
- Experience in investor relations, project management, fund operations or data-adjacent roles is a strong plus
- CFA, CAIA, or a Master's in Finance (or equivalent) is beneficial
- Strong organizational and time-management skills
- Excellent collaboration skills across diverse, cross-functional teams
- Ability to proactively identify and fix problems
- Analytical mindset and ability to investigate late or incomplete fund data
- Ability to hold external counterparts accountable professionally
- Ability to manage a high volume of priorities while maintaining attention to detail
- Clear communication skills across client conversations, analytical work and cross-functional discussions
Benefits
Comp & perks- Equal opportunity employer
- Direct, visible impact on a function that drives company growth
- Close collaboration with product and senior leadership
- Opportunities to take on proactive projects that grow into bigger roles
- Opportunities to lead manager coverage, deepen client relationships, and shape Allocator's data and customer experience