Senior Alternative Investments Operations Associate
Core
Leads operational support for alternative investment products throughout their full life cycle, including onboarding, servicing, issue resolution, and process enhancement.
Role type
Senior IC operations associate (alternative investments)
Builds
Operational support workflows for alternative investment products
Domain
Financial services / Alternative investments
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Alternative investment operations, Fund administration, Reconciliation processes, Regulatory compliance (FINRA/SEC), Process improvement, Team leadership, Data analysis, Investment concepts, Accounting principles, Legal document interpretation
Preferred skills
Artificial intelligence tools application, CAIA certification
Technologies
Microsoft Office (Excel, Access), Reporting tools, Database concepts
Responsibilities
Lead day-to-day operational support for assigned alternative investment products, Resolve complex operational inquiries from Financial Advisors and fund sponsors, Provide functional leadership and coaching to operations associates, Lead cross-functional technology and risk mitigation initiatives, Oversee core operational activities including subscriptions, redemptions, and reconciliations, Develop and maintain procedures and controls
Seniority
Senior, hands-on IC