Alternative Investments Operations Analyst

Willenborg Wealth Management

Remote
Remote
Alternative investment product lifecycle support
Troubleshoot service issues
Process improvement initiatives
Willenborg Wealth Management is seeking an Alternative Investments Operations Analyst to provide operational support for alternative investment products. The role involves collaborating with financial advisors and fund sponsors, troubleshooting complex issues, and implementing process improvements, all while working remotely

Job Summary

  • Lead and be solely responsible for the operational support for a specific set of alternative investment products throughout their entire life cycle.
  • Utilizes knowledge and skills gained through experience or training to lead and be solely responsible for the operational support for a specific set of alternative investment products.
  • Will employ knowledge to conceptualize, plan, and execute a variety of process improvement initiatives that often will involve several areas of the firm outside of PCG Investment Products.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking an Alternative Investments Operations Analyst to provide operational support for alternative investment products. The role involves collaborating with financial advisors and fund sponsors, troubleshooting complex issues, and implementing process improvements, all while working remotely.

Skills & Requirements

Must-have

  • Alternative investment product lifecycle support
  • Troubleshoot service issues
  • Process improvement initiatives
  • Client suitability reviews
  • FINRA and SEC rules knowledge

Nice-to-have

  • Develop deep operational subject matter expertise
  • Conceptualize and execute initiatives
  • Build solid working relationships
  • Coach others in skill development

Key Requirements

  • Minimum of 3 years experience
  • Bachelor's Degree or equivalent
  • SIE required
  • Series 7 and Series 99 or ability to obtain within one year

Work Rights

Not specified

Tailored Resume

Cover Letter