Fund Operations Coordinator Role

Advance your career with Willoughby Asset Management as a Fund Operations Coordinator, focusing on essential fund operations and enhancing client interactions. This role supports the management of fund products and adviser communications.
Reporting directly to the Manager of Fund Operations, you will collaborate with the portfolio management and compliance teams. Your tasks range from calculating fund performance to ensuring up-to-date investor records and assisting in fund launches. This position is well-suited for detail-oriented professionals seeking challenges in fast-paced environments.
Key Responsibilities:
• Assist advisors with inquiries about funds
• Calculate and report on fund performance
• Prepare relevant marketing and fund materials
• Update NAV prices across systems
• Manage investor record accuracy
Requirements:
• 2+ years of experience in fund operations
• Strong understanding of investment products
• Proficient in Microsoft Excel and k...

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Submit your application today and join our talented team at Warren Goldblum Portfolio Manager.

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