Analyst, US Client Services

Ares Wealth Management Solutions (AWMS) Opportunity

This role is a blended Client Services Operations and Data Analyst position within Ares Wealth Management Solutions (AWMS). The position supports the AWMS Client Services department across investor servicing, transfer agency oversight, and data operations, with a strong emphasis on data integrity, workflow coordination, and cross-functional execution.

The individual will serve as both an operational coordinator and a data-focused resourcehelping manage complex, overlapping processing cycles (subscriptions, redemptions, distributions, commissions, and tax reporting), while also validating data, responding to internal data requests, and identifying opportunities to improve processes through technology and automation. This role requires strong organizational skills, analytical capability, and comfort operating in a fast-paced, highly collaborative environment.

Primary Functions & Responsibilities

• Develop, implement, and maintain workflow management tools to track recurring processes, deadlines, and ad hoc initiatives across the AWMS Client Services team.
• Coordinate critical operational timelines, including subscriptions, redemptions, distributions, commissions, and reporting cycles.
• Serve as a central point of contact for internal stakeholders and external vendors (e.g., transfer agents, technology providers, broker-dealers), ensuring timely communication and issue resolution.
• Organize and facilitate recurring team meetings, status reporting, and documentation to promote transparency and execution discipline.
• Lead or support validation of recurring data processes, including purchases, redemptions, distributions, and commissions; identify and resolve discrepancies in partnership with internal teams and external vendors.
• Serve as a point of contact for internal data requests such as AUM reporting, DDQs, and ad hoc analytics.
• Ensure data integrity throughout key reporting cycles and act as a liaison between Client Services, Technology, Accounting, and external service providers
• Coordinate and support year-end tax reporting processes across multiple products, including validation of data received from transfer agents.
• Assist with tax form accuracy, delivery tracking, and internal education on tax-related questions.
• Assist with continuous data quality management throughout the year, reducing downstream remediation and complexity during quarter-end and year-end reporting cycles
• Identify areas where operational or data processes can be improved, streamlined, or automated.
• Partner with internal technology teams to enhance reporting, workflow, and data validation tools.
• Assist with documentation and maintenance of procedures, reference materials, and process libraries to support scalability and training.

Experience

• Bachelor's degree required.
• 1-3 years of experience in operations, client services, data analytics, project management, or a related function within financial services.
• Advanced proficiency in Microsoft Excel required.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Proven ability to manage multiple priorities and meet deadlines in periods of heightened activity.
• Highly organized self-starter with the ability to work independently and collaboratively.
• Comfort navigating ambiguity in a dynamic, fast-paced environment.
• Experience with data or workflow tools such as Tableau, Salesforce, Alteryx, or similar platforms.
• Familiarity with alternative investment products, transfer agency processes, or fund operations.
• Experience supporting tax reporting, investor reporting, or regulatory-driven operational cycles.

Compensation

$65,000 - $80,000

The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.