Client Support and Operations Analyst

Job Description

As a Client Support & Operations Analyst, your role involves providing first-line client support for hedge fund and institutional investment clients. You will be the initial point of contact for day-to-day queries related to trading, positions, valuations, cash balances, reporting, and operational processes. Your focus will be on promptly acknowledging, investigating, and resolving client inquiries while escalating more complex matters to Level 2 teams. The objective is to deliver responsive, accurate, and professional service to ensure smooth day-to-day operations and an excellent client experience. This position offers hands-on exposure to key financial operations and client support functions, providing a strong foundation for building a successful career in the competitive financial services industry.**Responsibilities:**- Serve as the first point of contact for client inquiries across multiple asset classes (equities, fixed income, FX, derivatives).- Provide timely responses to questions from portfolio managers, traders, and operations teams on trading data, positions, P&L views, pricing checks, corporate actions, and standard reports.- Assist with routine trade lifecycle tasks such as basic trade capture validation, settlement status checks, and reconciliations.- Help identify and resolve common NAV-related discrepancies, including position or cash breaks, under guidance from L2 teams.- Address standard corporate actions queries (e.g., dividends, splits, mergers) by verifying event details and updating systems or reports accordingly.- Conduct initial triage of client issues replicate and verify reported problems, gather supporting details, and determine resolution or escalation path.- Escalate complex or technical issues to L2 product, data, or engineering teams, providing comprehensive context to facilitate resolution.- Manage core Global Delivery tasks, including user and account setup, commissions processing, borrow and financing agreement support, routine reporting, and adherence to compliance requirements.- Answers incoming phone calls quickly and communicates clearly to make sure clients get timely help.**Required Skills:**- Basic understanding of investment operations, capital markets, and accounting principles, including familiarity with common financial instruments.- Awareness of trade lifecycle stages (trade capture, settlement, reconciliation).- Demonstrates strong cross-functional collaboration skills and works effectively with diverse teams.- Comfort working with equities, fixed income, FX, and derivatives data at a functional level.- Strong problem-solving skills and attention to detail.- Good judgment in knowing which issues can be handled and which should be escalated.- Clear and professional verbal and written communication skills.- Ability to work effectively in a fast-paced, client-facing environment.As a Client Support & Operations Analyst, you are required to have a degree or diploma in Finance, Accounting, Economics, Business, or a related field (or equivalent work experience). Additionally, you should have 2 years of experience in financial services operations, fund accounting, trade support, or client service, preferably in a client-facing role supporting investment managers or institutional clients. Proficiency in MS Excel is necessary, and familiarity with portfolio management or trade support platforms is a plus. This position is suitable for individuals at the entry level of their career. As a Client Support & Operations Analyst, your role involves providing first-line client support for hedge fund and institutional investment clients. You will be the initial point of contact for day-to-day queries related to trading, positions, valuations, cash balances, reporting, and operational processes. Your focus will be on promptly acknowledging, investigating, and resolving client inquiries while escalating more complex matters to Level 2 teams. The objective is to deliver responsive, accurate, and professional service to ensure smooth day-to-day operations and an excellent client experience. This position offers hands-on exposure to key financial operations and client support functions, providing a strong foundation for building a successful career in the competitive financial services industry.**Responsibilities:**- Serve as the first point of contact for client inquiries across multiple asset classes (equities, fixed income, FX, derivatives).- Provide timely responses to questions from portfolio managers, traders, and operations teams on trading data, positions, P&L views, pricing checks, corporate actions, and standard reports.- Assist with routine trade lifecycle tasks such as basic trade capture validation, settlement status checks, and reconciliations.- Help identify and resolve common NAV-related discrepancies, including position or cash breaks, under guidance from L2 teams.- Address standard corporate actions queries (e.g., dividends, splits

Keyskills :
capital marketsfinancial instrumentsequitiesfixed incomederivativesverbal communicationwritten communicationinvestment operationsaccounting principlestrade lifecyclecrossfunctional collaborationproblemsolvingattention to detail