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Fund Development Analyst – ICS – SALI

Texas 26th Sep 2022

Join Team JTC where your contribution will be valued.

Purpose of Job

SALI is seeking a Fund Development Analyst to join our Fund Development, Client Relations, and Marketing teams in servicing the relationships between SALI and its insurance company investors and investment subadvisors. The Fund Development Analyst’s time will be split between approximately 50% Fund Development work, 30% Client Relations work, and 20% Marketing work, though this breakdown is subject to change based on each team’s workload.

Our ideal candidate is highly motivated, extremely organized, and exceptionally detail oriented. The candidate is able to work effectively with a team or independently, but always maintains a team-player mentality.

Main Responsibilities and Duties
Fund Development (30%):
  • Assist with new IDF formation, including drafting of legal contracts and offering materials.
  • Support the team in managing the closing of fund transactions.
  • Collaborate with the Legal Department to ensure all legal, compliance, and contractual matters are addressed efficiently.
  • Maintain Salesforce information database relating to the onboarding of new IDFs.
Client Relations (30%):
  • Assist in the process of IDF attachment and approval at various insurance companies, including drafting of legal contracts.
  • Maintain Salesforce information database relating to the approval of IDFs on various insurance company platforms.
Marketing (40%):
  • Assist in the publishing of monthly and quarterly marketing materials by updating / reviewing fact sheets for all IDFs and revising existing marketing materials on a recurring basis.
  • Create new marketing materials as needed.
  • Review and approve IDF Marketing Decks for new IDFs on the SALI platform.
  • Assist the marketing team with tracking new opportunities as they emerge and continued follow up with prospects.
  • Provide reporting support for the marketing team by systematizing various data points associated with the marketing pipeline.
  • Review and approve IDF Marketing Decks for new IDFs on the SALI platform.
  • Participate in general team projects and assignments such as continual process improvement and strengthening of business controls.
Essential Requirements
  • 4-year college degree
  • 1-3 years professional work experience preferred
  • Highly effective written and verbal communication skills, as well as quantitative skills
  • Strong attention to detail a must
  • Ability to work successfully within a group
  • Flexibility to adapt to changing work priorities and assignments in a fast-paced environment while maintaining excellent quality of work and meeting all deadlines
  • Good attitude and willingness to take ownership of projects
  • PC-related skills (Excel, Word, Outlook or other software applications)
  • Broad understanding of the financial industry preferred, but not required
  • Willingness to “roll up your sleeves” and assist in any way necessary

JTC is a publicly listed, global professional services business with deep expertise in fund, corporate and private client services. Every JTC person is an owner of the business and this fundamental part of our culture aligns us with the best interests of all of our stakeholders. Our purpose is to maximise potential and our success is built on service excellence, long-term relationships and technology capabilities that drive efficiency and add value.

JTC’s culture places a strong focus on the development of its employees. We value our employees’ commitment to their career and encourage and support you if you wish to pursue a professional qualification as well as providing ongoing learning and development opportunities through our Academy and Gateway programmes. Our vision for the future is driven by an entrepreneurial and innovative spirit.

If you would like to join team JTC, where everyone is dedicated to continuously delivering a service beyond our clients’ expectations, please apply on line (applications will only be accepted if made through the online portal).