Compliance Analyst

Bachelor's degree, preferably in Finance, Economics, or Business 3-5 years' experience within financial services Proficient in all Microsoft Office products Demonstrated ability to interpret contracts Excellent communication (verbal and written), facilitation, and interpersonal skills Ability to work within deadlines Takes ownership of issues and follows through to resolution Can work independently or as part of a team Strong attention to detail Strong analytical and organizational skills Ability to manage multiple time-sensitive tasks Maintain a high level of confidentiality and integrity Flexibility to work over various time zones

Review and analyze contractual obligations for fund distribution Coordinate with internal and external parties for distributions Manage client relationships for Shareholder Representative Services Oversee post-closing distribution releases Perform in-depth review of transactional agreements Identify cross-selling opportunities Balance email communication and pipeline Coordinate with internal teams for distribution waterfalls Review/draft transactional instructions and legal compliance documentation Complete due diligence on post-closing M&A activities Communicate with external parties regarding fund releases Serve as main contact point for release inquiries Facilitate problem resolution to mitigate risk Ensure quality, accuracy, and timeliness of results Deliver training as requested by Management Identify trends impacting the release process Utilize critical thinking to provide solutions Execute special projects as needed