Serve as subject matter expert on the end-to-end alternative investment lifecycle, including fund launch, subscription document fulfillment, and review of KYC/documentation requirements
Job Summary
Serve as subject matter expert on the end-to-end alternative investment lifecycle, including fund launch, subscription document fulfillment, and review of KYC/documentation requirements.
Act as primary point of contact for Private Wealth teams, addressing questions related to subscriptions, transfers, and required documentation.
Identify operational bottlenecks and implement process improvements to accelerate onboarding, reduce errors, and improve turnaround time on subscriptions and transfers.
Matching Summary
Serve as subject matter expert on the end-to-end alternative investment lifecycle, including fund launch, subscription document fulfillment, and review of KYC/documentation requirements.
Salary
Base: $60,000-$80,000; Bonus/Equity: Discretionary bonus; Benefits: Paid time off, medical/dental/vision insurance, retirement, life insurance
Skills & Requirements
Must-have
End-to-end subscription processing
KYC/AML review
Complex entity structures
Process efficiency
Salesforce, Anduin, Appian proficiency
Nice-to-have
Client service mindset
Fast-paced environment
Cross-functional collaboration
Key Requirements
Undergraduate degree
Experience supporting alternative investments
SIE, Series 7, and 66 licenses preferred or ability to obtain