Job Summary

• The Analyst will be responsible to provide the highest service level & support to investors transacting in CG’s Product line either directly or indirectly via the outsourced transfer agency.
• Deliver exceptional service to both existing and prospective investors, as well as internal partners.
• In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

Matching Summary

Salary

Base: Competitive salary; Bonus/Equity: Bonuses, annual profitability bonus; Benefits: Company-funded retirement contribution (15% of eligible earnings), generous time-away, health benefits, charitable matching

Skills & Requirements

Key Requirements

• 5+ years in asset management
• Experience in transfer agency oversight
• Knowledge of investor AML/KYC
• Degree in finance or business management preferred
• Experience with Tableau or Power BI
• Fluency in English required

Work Rights