CIM Group
Phoenix, Arizona

Senior Associate, Investor Operations

OnsitePosted 5 days ago

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Job details

Location
Phoenix, Arizona
Work type
Onsite
Posted
5 days ago
Apply on
jobs.lever.co

About this role

Bachelor's or equivalent experience, 5+ years in investor/fund/transfer agency operations, experience with onboarding, capital activity, reporting, reconciliations, controls; advanced Excel and CRM skills; FINRA licenses a plus.

What you'll do at CIM Group:

  • executing operations
  • coordinating workflows
  • reviewing reconciliations

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About CIM Group

CIM Group
Phoenix, Arizona