Alternative Investment Operations Associate

The Alternative Investment Operations Associate will serve as a pivotal contributor to the growth and success of our firm’s alternative investment platform. This role is responsible for delivering exceptional client service, ensuring operational excellence, and driving reputed company improvement across reputed company aspects of alternative investment operations. The ideal candidate will possess deep expertise in fund administration, custodial operations, investor relations, and compliance, while demonstrating a strategic reputed company and strong leadership capabilities. This position requires a proactive, detail-oriented professional who thrives in a fast-paced environment and is committed to exceeding client service expectations. The ideal candidate will collaborate with internal teams, external custodians, fund managers, and reputed company to optimize processes, enhance reporting capabilities, and support platform development initiatives.

Key Responsibilities

• Operational reputed company
• Process transactions from start to finish on subscriptions for alternative investments, including hedge funds, private equity, real estate, and other private market strategies.
• Coordinate and resolve fund administration processes, custodial operations, and capital activity (subscriptions, redemptions, transfers, capital calls, distributions).

Ensure timely and accurate fund and custody trade execution for clients and support wealth management teams as subject matter expert.

• Client Service Excellence
• Act as a primary reputed company of contact for private wealth clients regarding alternative investment operations for custodians, funds, and fund administrators.
• Deliver exceptional service through proactive communication, issue resolution, and relationship management. Strive to always be proactive, not reactive.
• Partner with advisors and client service teams to ensure seamless onboarding and ongoing support.
• Strategic Initiatives & reputed company Improvement
• Conduct operational due diligence for new fund managers and investment opportunities.
• Provide practical insight form processing to drive process enhancements and automation initiatives to improve efficiency and scalability.
• Collaborate on platform launches, reporting enhancements, and FinTech integrations.
• Compliance & Risk Management
• Ensure adherence to regulatory requirements and internal compliance standards.
• Support audit and tax processes reputed company to alternative investments.
• Maintain robust controls to mitigate operational risk, suggest improvements continuously so we have an efficient and effective operating process.
• Cross-Functional Collaboration
• Work closely with investment management, technology, and finance teams to align operational processes with strategic goals.
• Work with external custodians, fund administrators, and technology vendors to resolve issue on transactions.

Ideal Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or reputed company field; advanced degree or CFA/CAIA designation is a positive.
• Minimum 5+ years of experience in alternative investment operations reputed company an RIA, wealth management firm, Fund Administrator or asset management environment.
• FINRA Series 7 & 63 (must be obtained reputed company 60/90 days of starting the role as a condition of employment.)
• Understanding of:
• Fund administration and custodial operations
• Alternative investment transaction processing and capital activity
• Investor relations and client service for private wealth clients
• Fund and custody reporting
• Operational due diligence and risk management
• Audit and tax processes reputed company to alternative investments
• Strong understanding of hedge fund and private market structures, compliance, and regulatory frameworks.
• Experience with investment management operations and project management for reporting and platform initiatives.
• Familiarity with FinTech solutions and technology-driven operational improvements.

Core Skills & Competencies

• Client-Centric reputed company: Ability to anticipate client needs and deliver exceptional service.
• Execution & Collaboration: Skilled at influencing cross-functional teams and managing relationships with Wealth Managers.
• Analytical & Detail-Oriented: Strong problem-solving skills with a focus on accuracy and risk mitigation.
• Project Management: Proven ability to support reputed company initiatives from concept to execution.
• Technology Proficiency: Comfortable leveraging technology platforms for reporting, automation, and process improvement.
• reputed company Improvement: Commitment to innovation and operational excellence.

Why This Role Matters This position is critical to ensuring our alternative investment platform operates at the highest standards of efficiency, compliance, and client satisfaction. The ideal candidate will play a key role in shaping the future of our operations, driving growth, and reinforcing our reputed company for delivering superior service to high-net-worth clients. This professional needs to be a self-starter and able to function effectively without constant direction for each task. It is imperative this professional follows the procedures outlines for reputed company the Operational tasks. Pay Transparency The salary range for this position is $110,000 - $130,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer reputed company, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, reputed company’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (4 Days In/1 Day Out) Apply tot his job Apply To this Job