Client implementation Business Analyst at Alpine Investors

London, England, United Kingdom

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Investment BankingIndustries

Requirements

Operational background within Asset Management or Investment Banking
Experience with vendor management
Exposure to Legal documents such as Investment Management Agreements (IMAs) / PPM
Excellent understanding of fund structures, assets, client types, distribution process, and end-to-end processes
Experience with institutional clients, insurance companies, pension funds, or sovereign wealth funds
Familiarity with investment products such as separately managed accounts

Responsibilities

Serve as the first point of contact with Aviva Investors operations for onboarding new and existing clients
Ensure seamless integration of investment and operational requirements across internal teams, external service providers, and client stakeholders
Lead the analysis of client, investment, and operational needs
Collaborate closely with Sales, Legal, Investment Operations, and third-party providers to define and document onboarding plans
Coordinate workshops and meetings to align stakeholders on objectives and timelines
Elicit and translate business requirements into operational workflows and investment setup specifications
Ensure all documentation—including IMAs, reporting templates, and legal agreements—is complete and approved prior to account inception
Bridge client expectations with internal capabilities to deliver tailored onboarding solutions for complex investment structures such as segregated mandates and funds of one

Skills

Vendor Management

Investment Management Agreements

Private Placement Memorandum

Fund Structures

Institutional Clients

Separately Managed Accounts

Business Requirements Analysis

Onboarding Processes

Stakeholder Coordination

Operational Workflows

Alpine Investors

Investment firm specializing in software and services

About Alpine Investors

Alpine Investors specializes in investing in software and services businesses, focusing on executing powerful transitions and scaling through change with a PeopleFirst operating philosophy. The main technologies/methods used in their product include software and services for executing transitions and scaling through change.

San Francisco, CaliforniaHeadquarters

2001Year Founded

$205.5MTotal Funding

VENTURE_UNKNOWNCompany Stage

Consulting, Enterprise Software, Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Flexible Work Hours

Risks

Increased competition in medical software could challenge Alpine's similar investments.

Potential talent drain as key personnel leave Alpine for other firms.

Rapid expansion of Orion Group may lead to operational challenges and integration risks.

Differentiation

Alpine's PeopleFirst strategy includes a unique CEO-in-Residence program for leadership transitions.

Alpine Investors is a Certified B Corp, emphasizing environmental, social, and governance criteria.

Alpine specializes in middle-market software and services, leveraging digital transformation trends.

Upsides

Increasing demand for digital transformation boosts Alpine's software and services investments.

CEO-in-Residence programs are gaining traction, aligning with Alpine's PeopleFirst strategy.

Alpine's focus on ESG criteria enhances its reputation and attracts responsible investors.

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