Financial Operations Analyst

At Near, we connect top talent in Latin America with remote opportunities at US-based companies. Our mission is to improve lives by promoting a borderless remote work culture.

About the Company

Our client is a premier financial technology platform that empowers wealth managers and advisors to offer their high-net-worth clients access to alternative investments. It provides innovative tools, educational resources, and streamlined solutions to facilitate investments in private markets, such as private equity, real estate, and hedge funds. The platform is designed to enhance accessibility to sophisticated investment opportunities while ensuring operational efficiency and regulatory compliance.

We are looking for an Financial Operations Analyst to join their team!

Responsibilities

• Alternative Investment Operations
• Document Management: oversee the organization of fund documents within operational systems
• Accuracy and Integrity: enrich unstructured data into existing data infrastructure
• Quality Control: maintain completeness, timeliness and accuracy of relevant investment data through validation and control processes
• Governance and Compliance: follow best practices for managing investor information to maintain consistency and ensure compliance with internal standards
• Cross-Functional Collaboration: collaborate across teams to provide insights from alternative investment data across multiple reporting platforms and systems
• Automation and Process Improvement: continuously look for ways to automate and improve existing processes
• Documentation and Knowledge Sharing: maintain and share standard operating procedures

Qualifications

• Bachelors in Finance, Economics, Business Administration or related field
• 1– 3 years in data management, analysis, or financial operations
• Proficiency in data management tools, excel and other software
• General understanding of the alternative investment landscape
• Ability to prioritize and execute tasks and meet deadlines
• Commitment to continuously learn new technologies and adapt to new data and systems as industry evolves
• Ability to identify and understand risks associated with data management processes
• Ability to support the team and build relationships across teams

Benefits

• 2 weeks of PTO + Flexible local Holidays
• Compensation in USD, 18,000-24,000k
• Join a dynamic, small team with broad growth opportunities
• Great exposure to the American alternative investments market

Please note that the final salary offer may vary based on the candidate's seniority, specific skill set, and performance throughout the evaluation and interview process

If you are highly motivated and passionate about alternative investments and data solutions, we encourage you to apply!