Senior Alternative Investments Operations Associate
Core
Leads operational support for Raymond James alternative investment offerings sourced through the Global Equities and Investment Banking channel, managing onboarding, transaction processing, and complex issue resolution.
Role type
Senior IC alternative investments operations associate
Builds
Operational support for hedge funds, private equity, real estate, and infrastructure offerings
Domain
Financial services / Alternative investments
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Alternative investment operations, hedge fund/private equity/real estate/infrastructure structures, securities industry concepts, partnership accounting, NAV reporting, FINRA/SEC compliance, database concepts, automation tools
Preferred skills
Series 7 or Series 99 license, CAIA designation, AI/automation tool implementation
Technologies
Tableau, Qlik, Microsoft Excel, Access
Responsibilities
Lead day-to-day operational support for assigned GEIB offerings, lead onboarding and launches of new GEIB offerings, troubleshoot complex issues and resolve operational roadblocks, serve as senior operational subject matter expert, own and resolve complex inquiries from financial advisors and fund sponsors, evaluate opportunities to create efficiencies and improve service, lead initiatives and partner with technology on process improvement and risk mitigation projects, oversee core alternative investment activities including subscriptions, valuations, and reconciliations
Seniority
Senior, hands-on IC
