Not specified (assumed hybrid or flexible based on benefits mentioned).
3+ years asset management experience
Alternative investment funds knowledge
Etf and luxembourg sicav experience
Capital Partners Mortgage LLC seeks a Client Operations Senior Associate to support investor onboarding and service delivery for their alternative investment products. The ideal candidate should have over three years of experience in asset management, particularly with alternative investment funds, and possess strong communication and organizational skills
Job Summary
The Senior Associate will support investor onboarding activities including transfer agency account opening and coordination of required documentation.
Employees receive a competitive salary, bonuses, benefits, and a company-funded retirement contribution of 15% of eligible earnings.
The role requires monitoring investor transaction activity and supporting ongoing operational processes across Alternative Investment Funds and ETFs.
Matching Summary
Match Score: 85
Capital Partners Mortgage LLC seeks a Client Operations Senior Associate to support investor onboarding and service delivery for their alternative investment products. The ideal candidate should have over three years of experience in asset management, particularly with alternative investment funds, and possess strong communication and organizational skills.
Salary
Base: Competitive salary; Bonus/Equity: Individual annual performance bonus plus profitability bonus; Benefits: 15% retirement contribution; Generous time-away and health benefits
Skills & Requirements
Must-have
3+ years asset management experience
Alternative Investment Funds knowledge
ETF and Luxembourg SICAV experience
Transfer agency oversight experience
AML/KYC requirements knowledge
Nice-to-have
Fluency in Italian or Spanish languages
Data visualization software skills
Continuous improvement mindset
Strong attention to detail
Excellent verbal communication skills
Key Requirements
3+ years experience in asset management
Background in Alternative Investment Funds
Experience with Luxembourg-based funds
Solid knowledge of AML/KYC requirements
Degree in finance or business management preferred