Associate, Operations, Reporting

Job not on LinkedIn

🔥 18 hours ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $70k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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The Michael J. and Ann Sherman Center for Engineering Entrepreneurship Education

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2014

📚 Education

Education • Entrepreneurship • Technology

The Michael J. and Ann Sherman Center for Engineering Entrepreneurship Education is a pioneering initiative at Northeastern University focused on enhancing engineering education through entrepreneurship. The center aims to cultivate innovative thinking and provide experiential learning opportunities, enabling engineering students to develop entrepreneurial skills that will prepare them for successful careers in technology and business. Through collaborative projects, workshops, and mentorship, the center fosters an ecosystem where creativity meets technical expertise.

📋 Description

• Process subscriptions and closings, including reviewing subscription documents and following up on incomplete (NIGO) paperwork • Process transfers, redemptions, and account maintenance • Calculate and prepare distributions, including payment files and investor notices, for senior account manager approval • Load statements and K-1s, send investor communications, and maintain DTCC AIP records • Answer routine investor and financial advisor calls and emails within required turnaround times • Escalate complex or sensitive requests to the account manager • Back up account managers to ensure continuous client coverage • Collect, reconcile, and prepare securityholder data for regulatory and tax filings, including Form TA-2, 1099s, escheatment, and lost securityholder searches • Support data conversions when new clients move from a prior transfer agent • Keep securityholder records clean and audit-ready and flag exceptions • Log errors and turnaround times • Write and maintain procedures and checklists • Identify recurring manual work and help automate it on the platform • Use AI tools such as Claude and Copilot to speed up routine tasks

🎯 Requirements

• 2–4 years in transfer agent, fund administration, or securities operations • Hands-on experience with subscriptions, transfers, distributions, or investor servicing • Strong Excel skills: reconciliations, lookups, and large data files • Accurate with numbers and records, and checks your own work • Clear, professional communication with investors, advisors, and teammates • Can take direction and run with it; doesn't need close management once you know the process • Experience with private funds, REITs, or other alternative investments (preferred) • Exposure to transfer agent filings, including Form TA-2, 1099s, and escheatment (preferred) • Familiarity with SEC transfer agent rules, including Rule 17Ad (preferred) • Experience with Microsoft Dynamics or a similar CRM (preferred) • Comfortable with AI productivity tools (preferred)

🏖️ Benefits

• Remote-first flexibility (Dallas-Area or Eastern Time-Zone Preferred) • Comprehensive health benefits • Retirement benefits

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