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Middle Office Associate
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- The Middle Office Associate is responsible for the delivery and execution of the exceptional service provided to clients, custodian firms, money managers, and consultants.
- Collaborate with Middle Office Operations Analyst team on the completion of subscription, redemption, and periodic KYC/AML document updates for Private Equity and Hedge Fund investments
- Maintain accurate and up-to-date Institutional OCIO, Discretionary Practice client records, and activity, including the CRM, trading systems, custodial websites, etc.
- Act as backup to Trade Operations team by executing trades for all client types, utilizing the firm’s preferred trading system and other custodian-specific applets and paperwork abiding by the firm’s compliance policies and procedures
- When Middle Office Associate team members are off-site assist with daily client requests
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