A leading global financial services organization is seeking a proactive and detail-oriented Client Operations Analyst to join its Asset & Wealth Management team. This role supports the Alternatives Client Franchise (ACF) and plays a key part in delivering high-quality responses to client inquiries, including Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs).
You’ll collaborate with investment, portfolio management, and sales teams across alternative asset classes such as private equity, private credit, real estate, and infrastructure. This is a great opportunity to gain exposure to investment strategies while contributing to client engagement efforts.
Location: Dallas, TX
Duration: 6+ Month Contract
Pay Rate: $23/hour
Key Responsibilities
- Manage and complete RFPs and DDQs accurately and within tight deadlines
- Partner with internal stakeholders (portfolio managers, sales teams, compliance, and client relationship managers) to gather and present information
- Build a strong understanding of investment products, strategies, and market trends
- Communicate investment philosophy, process, and positioning clearly to both internal teams and external clients
- Track and analyze key sales metrics (e.g., RFP pipeline, success rates)
- Support process improvements and technology initiatives to streamline reporting and documentation
- Conduct quality assurance reviews on RFPs, DDQs, and related materials
- Assist with various ad hoc projects as needed
Qualifications
- Bachelor’s degree required; advanced degree in Finance, Economics, Business, or related field preferred
- Strong analytical, organizational, and project management skills
- Excellent written and verbal communication abilities
- High attention to detail with a focus on accuracy
- Ability to manage multiple priorities in a fast-paced environment
- Proficiency in Microsoft Excel, PowerPoint, and Word; adaptable to new tools and systems
- Collaborative mindset with strong interpersonal skills
- Self-motivated with a strong work ethic
Preferred Experience
- Exposure to investment management or financial services industry
- 1–2 years of content writing, reporting, or similar experience
- Familiarity with alternative investments is a plus
Please submit your resume for immediate consideration!
You can use www.workgrades.com to collect and manage your references for free and share them with us or anyone else you choose. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.
