Overview In this role you will support the Wealth Management Alternative Investments platform by processing fund activity data from third-party managers into client accounts. You will lead and coordinate a small team to ensure accurate, consistent processing and adherence to procedures. You'll analyze formats from diverse fund administrators and drive improvements to raise efficiency and quality. This is a hands-on, cross-functional role with a strong emphasis on accuracy, ownership, and collaboration within a prestigious global firm. Compensation / Benefitscomprehensive employee benefitsopportunity to move across the businessdiversity and inclusion focus ResponsibilitiesAnalyze and process fund activity information from multiple third-party managers and fund administratorsOversee a team of Associates and Analysts to meet objectivesEnsure data processing accuracy and downstream impact awarenessDrive process optimization and continuous improvement within the functionMaintain adherence to all procedural guidelines and control standardsCommunicate with senior management to report progress and issuesCoordinate with cross-functional teams to support client accounts and business needs Key requirementsBachelor's Degree5+ years of relevant finance industry experienceSupervisory experience strongly preferredSecurities licensing (Series 7 or 99) requiredProficiency in Microsoft Office, with strong Excel skillsAbility to oversee and develop a team to objectivesStrong analytical and problem-solving abilities, ownership mindsetExcellent written and verbal communication skillsTime management and prioritization of urgent tasksAttention to detail and understanding of downstream impactsstrong communicationownership and accountabilityanalytical thinkingteam leadershipMicrosoft ExcelMicrosoft Office
Not specified in the original listing.
Not specified in the original listing.
