plays a unique and central role on a team dedicated to delivering World Class customer and transaction servicing around all aspects of alternative investment processing
vetting requests to support new products against our acceptability guidelines and asset servicing capabilities
creatively construct, design, and implement procedures for new product offerings
assist in systems testing relating to industry-driven initiatives, internal enhancements and new business functionality
deliver quality assistance to our clients
serve as a resource for technical issues and assist associates in problem solving
act as a functional subject matter expert and go-to person for complex situations and daily processing
play a leading role on assigned projects

2+ years of brokerage operations experience or 5+ years related work experience preferred
Alternative Investment transaction servicing experience preferred
College degree preferred
Excellent interpersonal and communication skills (written and oral) to engage with clients and internal partners to provide them with the best quality experience
Strong analytical and problem-solving skills and ability to prioritize decisions in a fast-moving environment
Ability to work and build strong relationships across different teams within the organization

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources

Associate Analyst, Alternative Investments

Key skills