Investment Services Senior Analyst, Private Structured Investments; Remote

Position: Investment Services Senior Analyst, Private Structured Investments (Remote)
Investment Services Senior Analyst, Private Structured Investments (Hybrid) page is loaded## Investment Services Senior Analyst, Private Structured Investments (Hybrid) locations:
Madison, WItime type:
Full time posted on:
Posted 2 Days Agojob requisition :
R-011216

At Tru Stage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work:
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* Job Purpose:

** This position works closely with Legal, Tax, Compliance, Investment Accounting and Tru Stage Capital Advisors Cash Management and Investment professionals to facilitate and coordinate closing deals. Manage the closing of transactions for assigned asset class committed to by Tru Stage Capital Advisors. Manage the servicing and monitoring of portfolio investments for Tru Stage Capital Advisors on behalf of Tru Stage.

Design and implement efficient and effective policies and procedures necessary for smooth transaction, closing and efficient monitoring. Support credit and/or alternatives investment teams to facilitate closing new deals and servicing existing ones. Back up and support other Investment Operations Analysts to balance out workflow and manage coverage.

Build and maintain positive internal and external customer relationships. Foster, nurture and develop external relationships with service providers, outside counsel and others. Act as primary point of contact between Tru Stage Capital Advisors and various outside service providers (CRM, fund accounting, State Street, external counsel, insurance company peers), coordinating and facilitating the flow of information and responsiveness.

Primary responsibility for managing and coordinating the processes involved with closing and funding investments so that Tru Stage Capital Advisors meets all funding deadlines. Manage the utilization of CRM and other applications that improve the efficiency of the investment and monitoring processes. Under the direction of Tru Stage Capital Advisors management and legal, provide advice and counsel to all internal and external parties associated with the deal processes.
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* Job Responsibilities:

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* ** New Deal Management: (may include, among other things)**  + Coordinate all phases of documenting and funding deal transactions; manage communications to all relevant parties; generate and provide reporting tools.  + Collect, review, monitor, save and distribute due diligence materials; assign analyst(s)  + Maintain and review deal files. Ensure completeness of files from inception to closing.  + Maintain pipeline database system as it relates to the deal flow and the portfolio.  

+ Oversee the ticketing and funding processes as appropriate (whether generating tickets to effect deal closings, reviewing tickets for accuracy, confirming wires sent/received, ensure supporting documentation for transaction set up).  + Positively represent the company in relationships with all parties affiliated with the deal process.
* ** Existing Deal Management: (may include, among other things)**  + Collect, review, save and monitor various reports, communications, financial statements and compliance certificates or oversee third party providers of such.  + Track, monitor and take primary responsibility for responding to general questions from outside relationships.  + Coordinate early loan payoff requests, including preparing prepayment premium calculations, and loan releases.  + Manage the closing process for trading of securities/assets, including coordinating the transfer of original securities.  

+ Report and track complex structured deals; manage and track documentation pursuant to record retention practices.  + Maintain files for completeness and timeliness of data; assist Operations with audit…