IR Operations Associate


Division

Financial Services

Location

Short Hills, New Jersey

Employment Type

Permanent



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Leading Global Alternative Asset Manager is looking to hire an experienced Investor Services professional who will oversee investor inquiries, client on-boarding, operational components of product launches, capital activity, and performance reporting.  


Compensation : $115000 - $150000
Job ID : 29864

Job Function:  

The IR Operations Associate will oversee investor inquiries, client on-boarding, operational components of product launches, capital activity, and performance reporting.    

  • Act as a resource to manage to completion inbound inquiries from investors, financial advisors, and internal sales team.  
  • Liaise with internal teams and transfer agents relating to client inquiries, problem resolution and reconciliations.  
  • Assist FAs with problem resolution of account opening, maintenances and other inquiries related to client onboarding and client retention (deadlines, platform questions, redemptions, capital calls, distributions)
  • Review Investor Subscription Documents to identify any issues and work with our Sales Team and external parties to resolve.  
  • Assist in the communication of capital events to key distribution relationships and financial advisors  
  • Perform reconciliations between internally managed investor information and the transfer agents  
  • Field inquiries from Financial Advisors, Investors & internal sales teams on investment offerings.  
  • Develop strong understanding of distribution partners’ operational platforms and processes and become resident SME for external advisors as well as internal sales team  


Job Requirement:

  • BS degree in Finance or related degree from an accredited university
  • Ideal candidates will have 4-6 years of related experience
  • Need to be a self-starter who is accountable and reliable
  • Proficiency in MS Office Suite (particular focus on MS Excel & PowerPoint)
  • Effective communicator
  • Strong Organizational skills
  • Ability to multitask with extreme attention to detail
  • Basis understanding of asset management middle/back office functions
  • Experience working with external providers/technology solutions

 

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

 

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29864