11 дней назад
Senior Alternative Investments Operations Associate
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Alternative Investments Operations Associate (Alternative Investments): Leading operational support, onboarding, servicing, and transaction processing for alternative investment offerings with an accent on controls, reconciliations, risk mitigation, and process improvement. Focus on resolving complex operational issues, launching new offerings, coordinating cross-functional initiatives, and applying automation and AI to improve efficiency and control effectiveness.
Location: Hybrid role in Saint Petersburg, Florida, United States
Company
is a financial services firm providing investment and brokerage services.
What you will do
- Lead day-to-day operational support for alternative investment offerings sourced through the Global Equities and Investment Banking channel.
- Coordinate onboarding and launches of new offerings with internal business areas and third-party partners.
- Process and oversee subscriptions, suitability reviews, valuations, commissions, redemptions, reconciliations, and related transactions.
- Resolve complex operational issues and inquiries from financial advisors, fund sponsors, senior leadership, and internal partners.
- Improve workflows, reporting, automation, controls, and risk mitigation in partnership with technology teams.
- Develop procedures and training materials, lead initiatives, and mentor operations associates.
Requirements
- Bachelor’s degree in business administration, finance, accounting, or a related field, or an equivalent combination of education and experience.
- At least five years of relevant experience in alternative investments, brokerage operations, fund administration, custody, or financial services operations.
- Experience leading processes, projects, product implementations, or team-level initiatives.
- Knowledge of alternative investment structures, partnership accounting, valuation, NAV, securities regulations, and operational controls.
- Advanced proficiency with Microsoft Office, Excel, Access, reporting tools, databases, and operational technology.
- SIE certification required unless an exemption or grandfathering provision applies; Series 7 or Series 99 and CAIA are preferred.
Nice to have
- Series 7 or Series 99 registration, where applicable.
- CAIA certification.
- Experience with Tableau, Qlik, artificial intelligence, and automation tools.
Culture & Benefits
- Full-time employment with a hybrid workstyle.
- Benefits may include medical, dental, vision, life, disability, critical illness, and accident insurance.
- Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
- Less than 25% travel is expected.
- Work is guided by client-first service, integrity, independence, accountability, collaboration, and continuous improvement.
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