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Operations Analyst (Alternative Investments)
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$50,000 - $54,000 a year
Full-time
- The Alternative Investment analyst role supports Key Private Bank, Wealth Management and Institutional Advisors in the processing of Alternative Investments.
- The role is responsible for daily processing of Alternative Investments including, initial purchases, subsequent purchases, exchanges, statement processing, K1’s, subscription agreements, offering memorandums, capital calls, returnable return of capital, reinvestments, partial and full redemptions, unit and cost adjustments, and collections, re-registrations and distributions of Alternative Assets.
- Alternative Investments includes Limited Partnerships, LLC's, Hedge Funds, and REITs∯*∯
- Monitor Trust Alternative Investments mailbox daily
- Uploading statements & K1’s to Alternative Investments SharePoint website
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