• Assist with middle and back-office operations and account services on private market funds • Record transactions to the company’s investment management system • Liaise with investment managers, third party administrators and banks • Track forecasted cash flows – capital calls, distributions, invoices, etc. • Review all transaction documentation and supporting files, and understand the features of the investment transactions, accruals, etc. • Review monthly/quarterly closing packages for accuracy and completeness, including capital activity, investment activity, income and expense accruals, valuation adjustments, etc. • Review management fee calculations, including offset amounts, management fee waiver contributions, etc. • Review investor allocations and capital account statements • Review capital call and distribution calculations, sources/uses of cash, allocations, and investor notices • Review distribution waterfall (carried interest) models, in keeping with the applicable fund terms • Prepare and/or review financial statements, notes disclosures, and supporting schedules • Work on the year-end audit process, in collaboration with the client and auditors and service providers

• Manage and optimise the day-to-day performance of Reflaunt-powered resale platforms • Own and optimise online merchandising across categories, brands, and resale programs • Manage product onboarding, categorisation, tagging, and content accuracy • Ensure accurate product lifecycle status (active, hotlist, markdown, rejected, etc.) • Monitor stock availability, pricing, and sell-through performance • Drive seasonal drops, launches, and trading initiatives • Identify gaps, risks, and opportunities impacting sales and customer experience • Leverage AI-enabled tools to enhance catalogue quality, content enrichment, and merchandising efficiency • Manage day-to-day coordination with assigned brand partners • Drive partner onboarding and ensure ongoing operational alignment • Track and resolve issues related to cancellations, returns, stock sync, and catalogue errors • Oversee order flow and ensure smooth execution from listing to delivery • Coordinate with operations, logistics, and warehouse teams • Monitor inventory health and proactively flag discrepancies • Own tracking of key KPIs: sales, conversion, sell-through, cancellations, and availability • Deliver weekly and monthly performance reports with actionable insights • Maintain dashboards and ensure data accuracy • Act as a key link between merchandising, partner needs, and operational execution

• Supports carrier relationship management and coordination between AGIA teams and insurance carriers. • Coordinates discussions on contract amendments, reporting, remediation projects, and process improvements. • Liaison between internal AGIA internal departments and Carriers. • Manages and drives assigned projects to completion including project tracking, status reports, and escalation. • Serves as AGIA’s carrier point of contact for reporting, processes changes, and distribution of recurring reports. • Supports Carrier audit preparation and remediation. • Facilitates recurring carrier meetings and works with other depts to gather carrier trends for alignment or improvement.

• Structure strategic projects for key products, marketing, strategy, revenue, and enrollment services functions • Execute end-to-end data analytics projects by 1) pulling/cleaning data, 2) extracting key insights, 3) communicating hypotheses to senior stakeholders, and 4) impacting our organization’s overall marketing strategies & operations functions • Design and create analytical tools, strategic initiatives, and processes that boost our organization’s ability to deliver insights both internally to senior leadership and externally to our university partners • Brainstorm and launch new projects to proactively detect KPIs and inform our university partners about strategic issues, performance, and operations • Form a deep understanding of Risepoint’s processes, systems/tools, personnel, strategic direction, and broader market ecosystem (university partners, marketing channels, contact center strategies and workflows) • Collaborate cross-functionally with senior Directors and VPs to communicate data insights and make data-informed decisions