Asset & Wealth Management - Alternative Investments - Operations - Analyst

• Alternative Investment is a high value Operations team that supports all trading, booking, and reconciliation of Alternatives Investment products for Private Wealth Management clients.
• Beyond trade support, the team covers a broad set of functions including working closely with product sponsors to develop support models for new product offerings, processing asset servicing events, and providing subject matter expertise and testing support for ongoing system enhancements and regulatory initiatives.
• Key business deliverables including optimizing workflows around new product offerings and digitizing all alternative documents
• Partner with Technology and Business stakeholders to troubleshoot and resolve complex trading issues.
• Provide trade support to Private Wealth Management Sales Teams.
• Support trade booking and settlement workflows.
• Perform trade reconciliations and ad-hoc reporting to mitigate risk and increase issue transparency.
• Provide subject matter expertise and testing support for ongoing system enhancements and regulatory initiatives.

Skills:

• Analytical and problem solving skills; accuracy and attention to detail
• Strong written and verbal communication skills
• Proficiency in Microsoft Excel
• Ability to work effectively in a team environment, improve processes, and work independently as a self-starter
• Commitment to quality controls and procedures
• Ability to remain composed under pressure
• Ability to prioritize and make decisions in a fast-paced environment
• Understanding of the securities industry; experience with trade execution, booking, or settlement for a financial institution (not required).

• Bachelors degree