Senior Research Analyst

Key Responsibilities

Entity Management & Platform Administration

• Setup and maintain all entities for Alternatives business, including Luxembourg (Lux) entities in Diligent platform
• Manage comprehensive reference data setup across multiple platforms including Diligent, App 2, eFront, and PE AUM Portal
• Execute ongoing data cleanup and maintenance activities in Diligent platform as required
• Support larger-scale data cleanup initiatives in Diligent as directed by enablement stories

Data Integrity & Reconciliation

• Perform regular reconciliations and validations between all platforms to ensure data accuracy and consistency
• Maintain ongoing monitoring and maintenance of data integrity across systems
• Identify and resolve data discrepancies in a timely manner
• Implement quality control measures to prevent data inconsistencies

Fund Operations & Structure Management

• Execute fund structure setup for Alternatives book of business
• Organize and maintain legal entity documentation for Alternative investments
• Support fund lifecycle management from inception through wind-down

Process Improvement & Documentation

• Develop and maintain legal entity workflow diagrams and process documentation
• Lead process reengineering initiatives, starting with Alternatives business and expanding to non-Alternatives operations
• Create and update standard operating procedures for entity management processes
• Identify opportunities for automation and process optimization
• Mentor junior team members and provide guidance on complex entity management issues

Required Qualifications

Education & Experience

• Bachelor's degree in Finance, Business Administration, or related field
• 3–5 years of experience in fund administration, legal entity management, or financial services operations
• Experience with alternative investment structures (private equity, hedge funds, real estate, etc.)

Technical Skills

• Proficiency with Diligent Entities platform
• Experience with fund administration systems (eFront, PE AUM Portal, or similar platforms)
• Advanced Excel skills and database management experience
• Strong analytical and problem-solving abilities
• High attention to detail and accuracy in data management

Knowledge & Competencies

• Understanding of legal entity structures and corporate governance
• Knowledge of alternative investment fund structures and operations
• Familiarity with regulatory requirements for investment funds
• Experience with Luxembourg entities and structures (preferred)
• Strong organizational and project management skills

Preferred Qualifications

• Experience with process mapping and workflow documentation
• Knowledge of data reconciliation best practices
• Previous experience in fund accounting or administration
• Experience with process improvement methodologies

Key Competencies

• Analytical Thinking: Ability to analyze complex data relationships and identify discrepancies
• Process Orientation: Strong focus on establishing and following systematic procedures
• Leadership: Ability to guide projects and mentor team members
• Strategic Thinking: Capability to identify process improvements and drive organizational efficiency
• Communication: Excellent written and verbal communication skills for cross-functional collaboration
• Adaptability: Flexibility to support expanding scope across multiple legal teams
• Technology Proficiency: Comfort working with multiple software platforms and systems

Career Development Opportunities

• Potential expansion of responsibilities to support all legal teams organization-wide
• Opportunity to lead process improvement initiatives across the business
• Professional development in alternative investment operations and legal entity management
• Exposure to diverse fund structures and investment strategies

Working Conditions

• Full-time position
• US shift