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Job Description

Insight Global is seeking to hire a Fund Operations Analyst to join a global investment firm based in Dallas, TX on a fulltime basis.

The ideal candidates will be a multi-talented, extremely detailed focused and hands-on self-starter who

will provide implementation and support for several data and reporting projects. This opportunity is a

fully in-office position, based out of our Dallas, Texas HQ, and reports to the Director of Financial

Operations.

Responsibilities:

• Collect, review, and accept investor subscription documentation in accordance with the firm’s

and regulators’ compliance standards.

• Concisely and effectively communicate with investors to ensure a smooth investor onboarding

process and a continued and ongoing “white glove” service level.

• Participate in investment transaction operations by updating colleagues with investor stage,

document status, and cash receipts.

• Maintain investor portal data ensuring timely and accurate reporting.

• Manage the distribution of quarterly and annual investor reporting, e.g. members capital

statements and K-1s.

• Respond to ad hoc inquiries related to fund operations from internal stakeholders.

• Identify inefficiencies and bottlenecks in fund operations processes, propose innovative

solutions, work with cross-functional teams to implement improvements, and continuously

enhance fund operations’ reporting processes to create repeatable, scalable systems that

support firm growth and regulatory compliance.

• Participate in person in firm-wide and department-specific internal meetings.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

Qualifications:

• Bachelor’s Degree required.

• Minimum 2 years of experience in investment banking, finance, consulting, accounting, legal, or

other professional services roles. We value proactive, well-rounded problem-solvers and will

consider diverse experience and education backgrounds for alignment.

• Exceptional verbal and written communicator, delivering polished and sophisticated interactions

with internal teams and external clients.

• Eagerness and motivation to provide industry best onboarding and ongoing client service.

• Demonstrated history of creating and maintaining cordial and productive relationships inside

and outside of the organization, through all levels of an organization.

• A team and firm first thinker with sophisticated maturity to understand broader firm process

and strategic direction.

• Extensive Excel experience, including Pivot Tables, VLOOKUP/INDEX-MATCH, nested IF-THEN

statements, and querying multiple data sources. Experience with creating and maintaining VBA

Macros is a plus.

• Laser-sharp focus on details with comfort navigating ambiguity.

• Experience with Backstop and/or Flow is highly preferred.

• Familiarity with AML/KYC compliance processes and Broker Dealer and/or Registered

Investment Adviser regulations is a strong plus.

• Strong sense of urgency, adaptability, and flexibility, with the ability to work under pressure in a

demanding environment, both independently and in a team.

• Strong analytical and problem-solving skills with a track record of driving operational