Our client, a global alternative investment manager, is looking for someone to join its wealth distribution operations team. The firm manages a diversified platform across private markets and credit strategies, and values a collaborative, detail-oriented culture.
Responsibilities:- Manage day-to-day relationships with transfer agents and outside service providers, keeping transaction processing, reporting, tax documentation, and cash reconciliation running smoothly
- Help bring new funds onto distribution platforms, working across legal, sales, product, and marketing teams
- Troubleshoot trade errors and operational issues, tracking recurring problems and pushing for long-term fixes
- Act as a point of contact for financial advisors and internal sales staff with questions about fund operations
- Coordinate with technology partners on trade execution and documentation
- Build subject-matter expertise on how advisors' platforms work so you can support them more effectively
Qualifications:- 1-2 years of experience (2024 or 2025 grad)
- Strong communication and relationship-building skills, both internal and external
- Comfortable working in a fast-paced, deadline-driven team environment
- Sharp attention to detail
- Advanced Excel skills
- Good instincts for prioritizing competing demands
- Familiarity with how high-net-worth and advisor-driven investing works
- Exposure to alternative investments is a plus, but not required
