Private Wealth Investor Relations

coda searchstaffingNew York, NY4 days ago

Occupations

Investment Fund Managers Securities, Commodities, and Financial Services Sales Agents Personal Financial Advisors

Industries

Portfolio Management and Investment Advice Trust, Fiduciary, and Custody Activities Miscellaneous Financial Investment Activities

Our client, a global alternative investment manager, is looking for someone to join its wealth distribution operations team. The firm manages a diversified platform across private markets and credit strategies, and values a collaborative, detail-oriented culture.

Responsibilities:

Manage day-to-day relationships with transfer agents and outside service providers, keeping transaction processing, reporting, tax documentation, and cash reconciliation running smoothly
Help bring new funds onto distribution platforms, working across legal, sales, product, and marketing teams
Troubleshoot trade errors and operational issues, tracking recurring problems and pushing for long-term fixes
Act as a point of contact for financial advisors and internal sales staff with questions about fund operations
Coordinate with technology partners on trade execution and documentation
Build subject-matter expertise on how advisors' platforms work so you can support them more effectively

Qualifications:

1-2 years of experience (2024 or 2025 grad)
Strong communication and relationship-building skills, both internal and external
Comfortable working in a fast-paced, deadline-driven team environment
Sharp attention to detail
Advanced Excel skills
Good instincts for prioritizing competing demands
Familiarity with how high-net-worth and advisor-driven investing works
Exposure to alternative investments is a plus, but not required

Apply now

Level

JuniorL3

Location

New York, NY

Occupation

Investment Fund Managers

Industry

Portfolio Management and Investment Advice

Posted

4 days ago

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