Alternative Investments Private Equity Platform Specialist

can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Responsibilities:

• Partner with private equity/hedge fund origination team and operations team to onboard new funds to the Alternative Investments Platform

• Respond to inquiries on existing funds from financial advisors and sales team.

• Maintain relationships with fund managers/administrators and develop financial advisor communications.

• Act as liaison for operational issues between Alternative Investments and fund managers/administrators including review of AML document.

• Strong client relationship skills used to control and coordinate all aspects of a transaction, from onboarding to the ongoing client/advisor experience.

Qualifications:

• 2-5+ years of general financial services experience

• 2 plus years' experience in alternative investments strongly preferred.

• Bachelor's Degree preferred, preferably in business.

• Ability to multi-task and simultaneously manage daily responsibilities and projects.

• Self-starter and creative thinker

• History of process improvement

• Excel, Word and PowerPoint skills.

Skills:

• Analytical Thinking

• Customer and Client Focus

• Financial Forecasting and Modeling

• Monitoring, Surveillance, and Testing

• Risk Management

• Causation Analysis

• Client Management

• Market Analysis

• Product Marketing and Branding

• Relationship Building

• Negotiation

• Networking

• Presentation Skills

Shift:
1st shift (United States of America)

Hours Per Week:
40

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