- Company Name
- Cushman & Wakefield
- Job Title
- Business Operations and Fund Analyst
- Job Description
-
Job title: Business Operations and Fund Analyst
Role Summary:
Act as the central coordinator for fund operations, bridging Finance, Legal, Compliance, and Fund Management teams. Manage end‑to‑end Purchase Order workflows, coding, billing, and audit support. Ensure compliance with AML/KYC, sanctions, and regulatory updates. Provide training and system expertise to internal stakeholders.
Expactations:
- Deliver timely, accurate processing of purchase orders, supplier onboarding, and invoicing.
- Maintain audit‑ready controls, documentation, and exception reporting.
- Support daily fund financial administration, including coding and FSC liaison.
- Facilitate AML/KYC compliance, sanctions screening, and EDD for high‑risk clients.
- Train new staff on core processes and promote best practices across the team.
Key Responsibilities:
- Oversee Purchase Order Management (POM) system: log, track, approve, and generate exception reports.
- Coordinate new supplier setup and serve as primary contact for suppliers and accounts payable.
- Super‑user for POM, PM&A, and third‑party vetting platforms: provide training, testing, and support.
- Execute corporate finance functions: transaction coding, FSC communication, billing administration, and invoice monitoring.
- Lead audit support: gather documentation, liaise with auditors, and ensure timely delivery.
- Conduct AML/KYC reviews, sanctions screening, EDD for PEPs/high‑risk jurisdictions, and maintain compliance records.
- Monitor regulatory changes and assist in implementing new compliance requirements.
Required Skills:
- Strong organizational and multitasking capabilities.
- Proficient with ERP/PO management, coding, and finance systems.
- Solid understanding of fund accounting, purchase-to-pay processes, and invoice controls.
- Knowledge of AML/KYC, sanctions screening, and EDD procedures.
- Excellent communication, stakeholder management, and training skills.
Required Education & Certifications:
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
- Minimum 2–3 years experience in fund operations, finance administration, or procurement.
- Certification in AML/KYC (e.g., Certified Anti‑Money Laundering Specialist) or equivalent is preferred.