Partner with private equity/hedge fund origination team and operations team to onboard new funds to the Alternative Investments Platform
Respond to inquiries on existing funds from financial advisors and sales team.
Maintain relationships with fund managers/administrators and develop financial advisor communications.
Act as liaison for operational issues between Alternative Investments and fund managers/administrators including review of AML document.
Strong client relationship skills used to control and coordinate all aspects of a transaction, from onboarding to the ongoing client/advisor experience.
Qualifications:
2-5+ years of general financial services experience
2 plus years’ experience in alternative investments strongly preferred.
Bachelor’s Degree preferred, preferably in business.
Ability to multi-task and simultaneously manage daily responsibilities and projects.