NewEdge Wealth LLC.
Analyst, Alternative Investments, Operations & Reporting (NY, New York City)
NewEdge Wealth LLC., New York, New York, us, 10261
Analyst, Alternative Investments, Operations & Reporting (NY, New York City)
This role encompasses operations, administration, onboarding and reporting on alternative investments across NewEdge Investment Solutions and supporting our Family Office Group. This role encompasses ensuring smooth onboarding of new advisor teams, streamlined investment execution, and excellent advisor and client experience across the entire investment lifecycle.
Location: New York City, NY or Stamford, CT
Duties/Responsibilities:
Support operational processes for onboarding new advisor teams including transition documentation for funds and custodians
Assist in investment process of alternative investments including subscription documents, investor setup, KYC/AML workflows and custodian coordination
Track and oversee investment records and resources ensuring accurate posting and reporting across internal reporting systems and alternative investment databases
Assist advisors with ongoing maintenance of investments including client updates and redemption
Communicate with fund managers, administrators, custodians and internal teams to update information and resolve data or documentation issues
Support the development of materials for client reviews
Skills & Qualifications:
2-5 years of relevant experience, preferably within private markets, family office, fund of funds or institutional allocator environment
Knowledge of private markets including individual asset classes/strategies
Strong written and analytical
Strong interpersonal and communication skills
Excellent organizational skills and attention to detail
Proficiency with Excel, PowerPoint and portfolio analytics tools
Salary: $100,000 – $150,000 annually, based on experience.
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Location: New York City, NY or Stamford, CT
Duties/Responsibilities:
Support operational processes for onboarding new advisor teams including transition documentation for funds and custodians
Assist in investment process of alternative investments including subscription documents, investor setup, KYC/AML workflows and custodian coordination
Track and oversee investment records and resources ensuring accurate posting and reporting across internal reporting systems and alternative investment databases
Assist advisors with ongoing maintenance of investments including client updates and redemption
Communicate with fund managers, administrators, custodians and internal teams to update information and resolve data or documentation issues
Support the development of materials for client reviews
Skills & Qualifications:
2-5 years of relevant experience, preferably within private markets, family office, fund of funds or institutional allocator environment
Knowledge of private markets including individual asset classes/strategies
Strong written and analytical
Strong interpersonal and communication skills
Excellent organizational skills and attention to detail
Proficiency with Excel, PowerPoint and portfolio analytics tools
Salary: $100,000 – $150,000 annually, based on experience.
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