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

Job title

Private Markets Operations Specialist

Job type

Experience level

Mid levelSenior

Salary

$68,000 - $113,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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