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Private Wealth Investor Relations

Private Wealth Investor Relations

coda searchstaffingNew York, NY

4 days ago

Investment Fund ManagersSecurities, Commodities, and Financial Services Sales AgentsPersonal Financial Advisors
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
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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

Also on the board Same function, level within a rung

Level

Junior

Location

New York, NY

Occupation

Investment Fund Managers

Industry

Portfolio Management and Investment Advice

Posted

4 days ago

Apply for this role →