Senior Leader overseeing Platform Operations at Wells Fargo, managing critical operational services and driving transformation. Responsible for enhancing service quality and efficiency across multiple functions.
AI
Hybrid Private Markets Operations Specialist
Posted 4 months ago
About the role
- Private Markets Operations Specialist supporting investment activities for Private Markets, focusing on financial reporting and technology liaison. Involves training and ensuring operational accuracy with private market investments.
Responsibilities
- analyze and report the risk and return of private markets investments
- be a technical liaison to internal and external parties regarding private markets technologies, processes, reporting, and operations
- be the relationship point of contact for external private markets technology and operations vendors
- help train new private markets operations employees
- assist private markets operations initiatives including assessment, analysis, and implementation of new technology systems and procedures
- ensure reliability and accuracy of private markets processes and procedures
Requirements
- Bachelor’s degree in finance, accounting, or a related field
- Proven experience building and maintaining relationships with internal and external parties
- Solid knowledge and understanding of investment operations and procedures
- Solid knowledge and understanding of investment information systems, reporting, and data management
- Solid knowledge and understanding of investment data analysis, performance measurement, and modeling
- Basic knowledge and understanding of private markets terminology and concepts
- Basic knowledge and understanding of accounting principles
- Strong project management skills
Benefits
- comprehensive medical, dental, vision and wellbeing benefits
- competitive 401(k) contribution
- pension plan
- annual incentive
- 9 paid holidays
- paid time off program (23 days accrued annually for full-time employees)
- student loan repayment program
- paid-family leave
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