planet groupOak Park, IL
Asset Management Operations Associate
Asset Management Operations Associate
Asset Management Operations Associate
planet groupOak Park, IL
3 days ago
Securities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersFinancial Specialists, All Other
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role →Title: Asset Management Operations Associate
Duration: 6+ Months
Location: Wacker Drive, Chicago,
ILJob Summary:
The Planet Group is seeking a highly motivated and detail-oriented candidate to join our Alternative Investment Client Services Administrator Oversight team. In this capacity, you will work closely with our fund administrators and portfolio managers and coordinate service-related strategies with the goal of providing optimal client experience.
Key Responsibilities:
Oversee investor transactions in private equity or hedge fund vehicles to ensure accurate trade-flow reporting to portfolio managers Evaluate trade waivers and correction requests from sales teams Oversee the facilitation of investor trade settlement Assist in oversight of vendor relationships (e.g. fund administrators, transfer agents)Oversee and coordinate resolution of product servicing issues and errors Implement process improvements/enhancements Improve internal controls over accounting and operational processes Improve collection, dissemination and maintenance of product data attributes Lead ad hoc projects within the Shareholder Services group
Basic Qualifications:
Bachelor’s degree Detail-oriented Ability to work effectively in a fast-paced environment and think clearly under pressure Strong organizational/multi-tasking skills Leadership - Exchanges information with appropriate people to complete work Problem Solving - Solves difficult problems with effective solutions; asks good questions and probes for answers; looks beyond the obvious and does not stop at the first answers Self-Development - Ability to recognize personal skills, abilities, limitations and strengths Strong Team Player - Creates strong morale and spirit in his/her team; shares wins and successes. Fosters the feeling of belonging in the team Proven ability to multi-task and prioritize team responsibilities accordingly Strong communication and interpersonal skills 1-3 years financial services experience Knowledgeable about the alternative investment industry
Also on the board Same function, level within a rung
Level
Mid
Location
Oak Park, IL
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
3 days ago