Senior Representative, Alternative Investments
Westlake, Texas, United States of America
Full Time
1 week ago
$40,000 - $76,000 USD
No Visa Sponsorship
Key skills
Communication
About this role
Role Overview
- Process alternative investment subscription, redemption and transfer transactions
- Meet transaction processing deadlines
- Ensure alternative investment policy and procedures are followed and paperwork requirements are met
- Problem resolution
- Provide clear and concise communication to internal and external business partners
- Track and monitor outstanding issues and provide timely updates
Requirements
- College degree preferred
- Prior experience with the alternative investment product is preferred
- 2+ years brokerage operations experience, or 5+ work related experience is preferred
- Mutual fund operations experience will be considered in lieu of alternative investment experience
Benefits
- 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 to develop your career