Alternative Investment Services Officer

Role Overview

• Account for the day-to-day management of a functional team(s) and manage daily service delivery and production activities
• Act as primary contact and escalation point for operational issues
• Manage production activities of Shared Service Associate I, II and Senior Associate
• Coordinate the implementation of new funds, systems and processes
• Identify and implement consistent operational best practices
• Train, develop and motivate new staff, complete performance appraisals
• Actively participate in defining and implementing new company initiatives

Requirements

• Equivalent to a BS degree in Finance, Business or related field
• At least 5 years of related Custody and/or Fund Accounting experience, part of which must have been in a management or supervisory capacity
• Knowledge of securities language and legal requirements
• Solid understanding of operational functions within Custody and/or Fund Accounting
• Demonstrated computer proficiency and working knowledge of various software applications

Benefits

• Health insurance coverage including basic life, medical, dental, vision
• Retirement savings plan (401K) with company match
• Paid time off including vacation, sick leave, short term disability, and family care responsibilities
• Access to Employee Assistance Program
• Incentive compensation including eligibility for annual performance-based awards