Capital Activity - Assistant Vice President
Core
Process alternative investments fund activity in client accounts by analyzing and processing fund activity information delivered from third-party asset managers and fund administrators.
Role type
Assistant Vice President, Capital Activity (Wealth Management)
Builds
Client accounts for alternative investments products (hedge funds, digital assets, private equity, private credit, private real estate)
Domain
Financial Services / Wealth Management / Alternative Investments
Required skills
Securities licensing (Series 7 or 99), Microsoft Excel proficiency, team supervision, process optimization, procedural adherence, independent work, critical assessment
Preferred skills
Operational experience, alternative investments experience, supervisory experience
Technologies
Microsoft Office, Microsoft Excel
Responsibilities
Analyze and process fund activity information from third-party asset managers and fund administrators, oversee a team of Associates and Analysts, ensure process consistency and adherence to procedural guidelines, drive continuous improvement to underlying function set
Seniority
Senior, hands-on IC with supervisory responsibilities