Senior Investment Analyst performing investment analysis for public equity and fixed income for Advocate Health, Inc. Collaborating with investment teams and evaluating market conditions with a focus on strategic investment opportunities.
SF
Hybrid Senior Representative, Alternative Investments
Posted 5 hours ago
About the role
- Alternative Investment Service Associate responsible for processing client transactions and ensuring adherence to policies. Handling high volumes and building strong client relationships while providing superior customer service.
Responsibilities
- Process alternative investment subscription, redemption and transfer transactions
- Meet transaction processing deadlines
- Ensure alternative investment policy and procedures are followed and paperwork requirements are met
- Problem resolution
- Provide clear and concise communication to internal and external business partners
- Track and monitor outstanding issues and provide timely updates
Requirements
- College degree preferred
- Prior experience with the alternative investment product is preferred
- 2+ years brokerage operations experience, or 5+ work related experience is preferred
- Mutual fund operations experience will be considered in lieu of alternative investment experience
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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