SalesFocus Solutions is a Fintech leader servicing the business needs of the asset management industry by transforming data into actionable sales and marketing business intelligence. SalesFocus solutions is located in Larkspur Landing, California and has been providing its flagship product, the MARS Platform, to asset management companies since 1999. From its inception, SalesFocus Solutions has designed the MARS Platform to include state-of-the-art technology solutions for the Asset Management industry, including Sales and Asset data analytics and reporting, our MARS for Salesforce® real-time bi-directional data integration, and our customer-focused data stewardship services. More information about SalesFocus Solutions can be found at www.sfsmars.com.
Job DescriptionDo you have strong computer skills (programming not required) and want to work in a fast-paced environment for a growing software firm managing data for the mutual funds industry? Must have good verbal and written skills, good critical thinking skills, professional approach and be excellent at Internet and telephone research. Position is available immediately and is based in Larkspur, CA near the ferry terminals. The team is working remotely at this time but retains the possibility of working in office on various days during the week in the future. Please be within reasonable commuting distance of San Rafael, CA.
Our Company offers services to its clients who prefer to outsource the tasks associated with maintaining a clean database. Information feeds from Transfer Agents and other intermediaries may not contain sufficient information for the sales or asset records to be identified and processed. The Data Steward assists with reviewing, researching and resolving errors or missing data so that the information will be available in our platform which is named MARS.
Job description: Daily review and validation of Firm/Office/Rep information received by the MARS system from 3rd party providers, to ensure that the data is accurate and complete.
- Resolve errors in incoming transactions
- Resolve trades and assets to firm, office and rep levels
- Add, move and merge firms/office/rep as necessary
- Perform bulk data imports into our clients’ databases by researching, compiling, correctly formatting and importing spreadsheets and importing them according to our procedures.
- Research to obtain correct information, including contacting intermediaries by phone or email.
- Maintain transaction, product, social and other codes
- Work cooperatively with other team members and client personnel
- Job hours are on early shift, Monday to Friday
- Competitive compensation and benefits package
Qualifications- Prior financial services experience, relevant business experience and/or data analysis experience
- Familiarity with firm, branch and rep structure is desirable but not essential
- Strong knowledge of Excel
- Good communication skills, both verbal and written
- Strong critical thinking and problem solving skills
- Must be detail oriented – this is essential.
Additional InformationEQUAL OPPORTUNITY EMPLOYER
All your information will be kept confidential according to EEO guidelines.
Top Skills
What We Do
Since 1972, Phoenix American has focused on empowering the alternative investment fund industry. The company offers an end-to-end fund operations suite: fund accounting, fund administration, transfer agency, 1099/K-1 production, financial and sales reporting, compliance services, printing, mailing and fulfillment services - all specifically designed for alternative investments.
Gus Constantin, Chairman and Chief Executive Officer, founded Phoenix American as an equipment leasing fund sponsor in Marin County, California. From the company’s origins as a fund sponsor, advanced technology platforms and operation procedures were developed and perfected that now make Phoenix American a premier back office service provider for alternative funds.
Today, Phoenix American has offices in California, New Hampshire, Great Britain, Ireland, India and Cuba. The company is an SEC registered transfer agent and provides a complete range of SOC 1, Type II audited back office outsourcing services performed by experienced operations staff trained in accord with Securities Transfer Association (STA) guidelines. Services include: fund administration, fund accounting, transfer agency, tax services, sales reporting, investor accreditation, CRM solutions, phone team support, printing and fulfillment. Phoenix American also provides administration and accounting services for securitization funds and is an industry leader in the commercial aircraft category.
Phoenix American clients include Hedge Funds, Private Equity, Venture Capital, Non-Traded REITs, BDCs, Securitization Funds, Commodity Pool Operators and Equipment Leasing Funds. The company provides services and consultation for every structure of alternative investment including: 506b funds, 506c funds, Regulation A+, Regulation D, 40 Act Funds, registered public offerings, private funds and Limited Partnerships.
