Analyst, US Client Services

About Ares Wealth Management Solutions (AWMS)

Ares Wealth Management Solutions (AWMS) oversees the product development, distribution, marketing, and client management activities of investment offerings for the global wealth management channel. With a team of more than 140 professionals and backed by the power and scale of the Ares platform, AWMS represents one of the most resourced wealth distribution and client service teams in the alternatives industry. AWMS' mission is to provide advisors and their clients access to innovative, solutions-oriented investment opportunities, across the Ares platform of industry leading credit, private equity, real estate, and secondaries strategies. Through our range of institutional and retail structures, coupled with excellent client service and educational resources, we help investors diversify their portfolios with private market solutions that can deliver consistent, long-term growth.

Position Summary

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 resource—helping 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.
• Capture and 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.

Data Management & Analytics

• 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.

Tax & Regulatory Support

• Coordinate and support year-end tax reporting processes across multiple products, including validation of data received from transfer agents.
• Aid in tax form accuracy, delivery tracking, and internal education on tax-related questions.
• Afford continuous data quality management throughout the year, reducing downstream remediation and complexity during quarter-end and year-end reporting cycles.

Process Improvement & Technology

• 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.
• Afford documentation and maintenance of procedures, reference materials, and process libraries to support scalability and training.

Experience Required

• 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.

Preferred Qualifications

• 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.