Alternatives Associate

Focusfinancialpartners

Chicago, IL, United States
Base: $75,000–$80,000; bonus/equity: annual cash b...
On-site
Prepare and review subscription documents
Identify operational process improvements
Satisfy aml/kyc requirements
Prepare and review subscription documents for alternative investments and handle follow-up questions

Job Summary

  • Prepare and review subscription documents for alternative investments and handle follow-up questions.
  • Identify operational process improvements to drive client service and risk mitigation.
  • Work closely with the Wealth Management Team to satisfy AML/KYC requirements for client investments.

Matching Summary

Prepare and review subscription documents for alternative investments and handle follow-up questions.

Salary

Base: $75,000–$80,000; Bonus/Equity: annual cash bonus; Benefits: comprehensive benefits package

Skills & Requirements

Must-have

  • Prepare and review subscription documents
  • Identify operational process improvements
  • Satisfy AML/KYC requirements
  • Review offering documents and agreements
  • Track closing dates and deadlines
  • Monitor and reconcile money movement

Nice-to-have

  • Develop and deliver innovative ideas
  • Collaborate and work with teammates
  • Positive attitude and adaptability

Key Requirements

  • 3+ years of experience
  • Bachelor's degree or equivalent
  • Prior experience with subscription documents
  • Familiarity with trust, estate, and legal entity structures
  • KYC/AML experience
  • Proficiency in Microsoft Excel

Work Rights

Not specified

Tailored Resume

Cover Letter