Alternative Investments Operations Analyst

Raymond James

Remote
**
Alternative investment product operations
Financial advisor support
Process improvement initiatives
** Raymond James is seeking an Alternative Investments Operations Analyst to provide operational support for alternative investment products, ensuring efficient servicing and resolution of issues for Financial Advisors. The role involves process improvement and requires expertise in various operational areas, along with effective communication and project management skills. **

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 throughout their entire life cycle.
  • 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: 75

** Raymond James is seeking an Alternative Investments Operations Analyst to provide operational support for alternative investment products, ensuring efficient servicing and resolution of issues for Financial Advisors. The role involves process improvement and requires expertise in various operational areas, along with effective communication and project management skills. **

Skills & Requirements

Must-have

  • Alternative investment product operations
  • Financial Advisor support
  • Process improvement initiatives
  • Operational due diligence
  • Client suitability reviews

Nice-to-have

  • Develop deep subject matter expertise
  • Collaborate with IT professionals
  • Build solid working relationships
  • Continuous evolution of the firm

Key Requirements

  • Minimum 3 years of 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