Job Summary:
This role encompasses operations, administration, onboarding and reporting on alternative investments across NewEdge Investment Solutions and supporting our Family Office Group. This role encompasses ensuring smooth onboarding of new advisor teams, streamlined investment execution, and excellent advisor and client experience across the entire investment lifecycle.
Location: New York City, NY or Stamford, CT
Duties/Responsibilities:
- Support operational processes for onboarding new advisor teams including transition documentation for funds and custodians
- Assist in investment process of alternative investments including subscription documents, investor setup, KYC/AML workflows and custodian coordination
- Track and oversee investment records and resources ensuring accurate posting and reporting across internal reporting systems and alternative investment databases
- Assist advisors with ongoing maintenance of investments including client updates and redemption
- Communicate with fund managers, administrators, custodians and internal teams to update information and resolve data or documentation issues
- Support the development of materials for client reviews
Skills & Qualifications:
- Bachelor’s degree required
- 2-5 years of relevant experience, preferably within private markets, family office, fund of funds or institutional allocator environment
- Knowledge of private markets including individual asset classes/strategies
- Strong written and analytical
- Strong interpersonal and communication skills
- Excellent organizational skills and attention to detail
- Proficiency with Excel, PowerPoint and portfolio analytics tools
Salary: $100,000 – $150,000 annually, based on experience.
