Hybrid Senior Associate, Alternative Investment Specialist

Posted last month

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About the role

  • Senior Associate managing client interaction and alternative investment data for a leading financial services company. Engaging in project involvement and identifying potential problems with financial data.

Responsibilities

  • Client interaction
  • Communicate with clients in a proactive & professional manner
  • Monitoring, retrieving, processing, reporting alternative investment data
  • Project involvement for onboarding of new clients
  • Working with various systems across the SS&C landscape
  • Identify potential problems

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics or related discipline
  • 1-3 years working experience in financial services
  • Experience/knowledge in PE fund accounting and fund of funds
  • Understanding of private equity investor activity such as capital calls and distributions
  • Ideal candidate should be highly motivated; a self-starter who can meet deadlines
  • Strong interpersonal and communication skills
  • Team player mentality with ability to partner with various departments and levels
  • Strong Excel knowledge (Pivot Table, Sumif, V-lookup)
  • Tech savvy, ability to quickly learn new technology

Benefits

  • 401k Matching Program
  • Professional Development Reimbursement
  • Flexible Personal/Vacation Time Off
  • Sick Leave
  • Paid Holidays
  • Medical
  • Dental
  • Vision
  • Employee Assistance Program
  • Parental Leave
  • Discounts on fitness clubs, travel and more!

Job title

Senior Associate, Alternative Investment Specialist

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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