Senior Representative, Alternative Investments

Responsibilities

• 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

Qualifications

• 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