Start-up on many levels but open exposure and opportunity to speak with senior management in order to try and help build a better business.
Client Service Analyst, Sales (Former Employee) – New York, NY – 24 April 2012
The environment is set in a trading floor-style approach in order to breed connectivity and flow of ideas. This is also an advantage as the support teams and operations teams are close by should you need to escalate an issue immediately. Unfortunately, resources are spread thin and cannot accommodate all issues, the majority of which are centered around billing and reporting - fundamental and necessary components that client's expect to receive. As a start-up, there are many processes and procedures that are manual and therefore have wider room for error. The most difficult part of the job is having to micro-manage each stage of execution - there is a lack of ownership and sense of urgency throughout the majority of operational support teams. Speaking to clients, ensuring their needs are met, and executing any necessary trades while simultaneously coordinating with internal teams is the most difficult task. Many teams do not have to resources to hire help, though the take-away, is that one is able to learn every aspect of back, middle, and front office areas of expertise, from KYC processes and requirements, to asset allocation strategy.
benefits, proximity to operations and support teams, exposure to senior management.
reporting often incorrect, lack of ownership and urgency among support teams