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)
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