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Private Fund Operations Associate
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Full-time
- In this vital role, you will provide support to our Wealth Management Team and our investors, ensuring smooth coordination of processes for client investments in alternative investments.
- Prepare and review subscription documents for alternative investments (i.e., private equity funds, private real estate funds and hedge funds) and handle follow up questions and requests for supporting materials.
- Work closely with our Wealth Management Team to satisfy AML/KYC requirements for client investments in alternative investments.
- Review and understand offering documents (PPMs), limited partnership agreements and related documents for alternative investments.
- Assist in developing, educating, and training the firm’s staff on alternative investment operations processes.
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