Private Markets Operations Analyst

JOB OVERVIEW

RESPONSIBILITIES

• Subscription Document Processing & Investor Onboarding
• Serve as the primary point of contact for advisors navigating subscription paperwork, guiding them through platform-specific requirements, document completion, and submission timelines.
• Identify and resolve NIGO (Not In Good Order) issues proactively before they cause delays at close; track outstanding items and communicate status to advisors in real time.
• Cook up investor suitability, accreditation, and KYC/AML documentation requirements with advisors, fund managers, and fund administrators.
• Maintain a live subscription pipeline tracker with status, outstanding requirements, responsible parties, and expected close dates across all active opportunities.
• Manage document version control, signature coordination (DocuSign and platform-native tools), and deadline tracking across LP and advisor populations.
• Fund Administration Support
• Cook up capital call and distribution logistics — tracking notices, confirming wiring instructions, and following through to confirmation across investor accounts.
• Partner with fund administrators and internal operations to ensure investor statements, capital account balances, and transaction records are accurate.
• Maintain accurate manager, fund, and investor data across Dynasty systems; flag and resolve data discrepancies in coordination with the operations team.
• Client-Facing Collateral & Advisor Enablement (As Capacity Allows)
• Aid in preparing fund overview materials, investment summaries, and advisor-facing collateral for active private markets opportunities.
• Support the creation of onboarding guides, subscription checklists, and process reference materials that help advisors navigate new fund participation independently.
• Contribute to internal documentation and operational playbooks that standardize how Dynasty brings new funds to market and onboards investors at scale.

QUALIFICATIONS

• Required
• Bachelor’s degree in Finance, Business, Economics, or a related field.
• 3–5 years of experience in alternative investments, private markets, fund operations, or wealth management operations.
• Direct, hands-on experience with subscription documents, capital calls, or LP investor onboarding — not conceptual familiarity alone.
• Demonstrated ability to manage complex, paperwork-heavy workflows with precision and under deadline pressure
• Familiarity with one or more private markets fund platforms (Allocate, iCapital, CAIS, Fidelity WealthScape, Schwab, or similar).
• Strong organizational skills and comfort holding multiple transactions in flight simultaneously with no items falling through.
• Excellent written and verbal communication skills — able to guide advisors and investors through complex processes with clarity and confidence.
• PREFERRED
• Experience navigating fund administrator relationships and coordinating on reconciliation, statements, or capital account reporting.
• Familiarity with accreditation and suitability verification workflows, KYC/AML documentation, and investor eligibility requirements.
• Experience developing or contributing to operational SOPs, onboarding guides, or process documentation in a financial services setting.
• Exposure to creating client-facing materials, fund summaries, or advisor collateral in a private markets or wealth management context.
• Familiarity with Dynasty Financial Partners’ platform and advisor network a plus.

BENEFITS

• Health Insurance
• Dental Insurance
• Vision Insurance
• Retail plan 401(k)
• 401(k) matching
• Paid Time Off
• FSA/HSA benefits plans
• Disability benefits
• Voluntary Life Insurance
• Basic Life Insurance
Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties), veteran status, or any other protected status under applicable law.