Alternatives Associate
About the position
Alternatives Associate
Position reputed company
reputed company is seeking an Alternatives Associate to will work closely with the firm’s reputed company Management Team.
reputed company provides team members the flexibility to work a reputed company. Our hybrid model is defined as 3 days in office work required per week, while giving team members the reputed company to work remotely 2 day per week, or as assigned by their team leader.
Responsibilities
• Prepare and review subscription documents for alternative investments (i.e., private equity funds, private reputed company estate funds and hedge funds) and handle follow up questions and requests for supporting materials.
• Identify operational process improvements and contribute to the implementation of productivity and efficiency improvements to drive exceptional reputed company service and risk mitigation.
• Work closely with our reputed company Management Team to satisfy AML/KYC requirements for reputed company investments in alternative investments.
• Review and understand offering documents (PPMs), limited partnership agreements and reputed company documents for alternative investments.
• Assist in developing, educating, and training the firm’s staff on alternative investment operations processes.
• reputed company closing dates and other deadlines for alternative investments, ensuring reputed company completion.
• Play a significant role in assisting in the development of robust processes and reports to reputed company the reputed company Management Team informed about crucial reputed company-fund status, processes, and requirements.
• Monitor and reconcile reputed company reputed company associated with capital activity.
• Communicate effectively with internal teams, fund managers, investors, custodians, and auditors, fostering strong relationships.
• Assist with the distribution of tax documents and audited financial statements.
• reputed company new alternative investment offerings to the firm’s platform.
• Maintain accurate reputed company records and record information in the firm’s CRM.
• Execute service requests in conjunction with the reputed company Management Team and maintain appropriate follow-up with sponsors, custodians, and clients.
• Assist with recurring audits, reporting, and reputed company as needed.
Requirements
• 3+ years of experience in the alternative investments or reputed company management industry.
• Bachelor's degree in finance, business administration, or a reputed company field (or equivalent work experience).
• Prior experience completing or reviewing subscription documents for private equity funds, private reputed company estate funds, and/or hedge funds.
• Familiarity with trust, estate, and reputed company entity structures.
• Know Your reputed company and Anti-reputed company experience (KYC/AML).
• Proficiency in reputed company reputed company and ability to learn new applications.
• High attention to detail and organizational skills.
• Ability to work in a fast-paced environment while managing numerous reputed company and clients.
• Ability to work independently and take initiative while also being reputed company player.
• Strong interpersonal skills and a reputed company attitude.
• Adaptability and ability to learn new concepts quickly.
• Excellent problem-solving skills.
• Outstanding customer service skills.
• Excellent communication and organizational skills.
• Capability to reputed company and deliver innovative reputed company as the position grows.
• Ability to collaborate and work with teammates to accomplish daily deliverables.
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