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

Responsibilities

Act as the first point of contact for Aviva Investors operations for new and existing clients
Lead the analysis of client, investment, and operational needs
Collaborate with Sales, Legal, Investment Operations, and external partners to define and document onboarding plans
Coordinate workshops and stakeholder meetings to align objectives and timelines
Deliver tailored solutions for investment structures such as segregated mandates and complex pooled opportunities
Gather and translate business requirements into operational workflows
Ensure all documentation—such as IMAs, reporting templates, and legal agreements—is complete and approved prior to account inception
Ensure seamless integration of investment and operational requirements across internal teams, service providers, and client stakeholders

Skills

Vendor Management

Investment Management Agreements

IMAs

PPMs

Institutional Clients

Separately Managed Accounts

Segregated Mandates

Fund Structures

Client Onboarding

Stakeholder Management

Asset Management Operations

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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