Base salary components mentioned; + compensation (...
Hybrid
Alternative investment product operations
Fund onboarding and servicing
Client suitability reviews
Willenborg Wealth Management is seeking an Alternative Investments Operations Analyst to oversee the operational support of specific alternative investment products. The ideal candidate will have experience in investment operations, strong problem-solving skills, and the ability to collaborate effectively with various stakeholders
Job Summary
The role involves leading operational support for alternative investment products throughout their entire life cycle from onboarding to termination.
Candidates must possess deep subject matter expertise in specific investments to effectively guide financial advisors and senior leadership.
The position offers a comprehensive benefits package including medical, dental, vision, retirement savings, and paid time off.
Matching Summary
Match Score: 85
Willenborg Wealth Management is seeking an Alternative Investments Operations Analyst to oversee the operational support of specific alternative investment products. The ideal candidate will have experience in investment operations, strong problem-solving skills, and the ability to collaborate effectively with various stakeholders.
Salary
Base salary components mentioned; Additional compensation (cash or equity) possible; Discretionary bonuses or commissions may apply
Skills & Requirements
Must-have
Alternative investment product operations
Fund onboarding and servicing
Client suitability reviews
SEC accreditation rules knowledge
Advanced Excel pivot tables and formulas
Database design concepts
Raymond James platform experience
Nice-to-have
Process improvement initiative execution
Collaboration with IT professionals
Training new team members
Complex problem solving skills
High accuracy under pressure
Key Requirements
Bachelor's Degree required
3 years of relevant experience
SIE license required
Series 7 and Series 99 or ability to obtain within one year