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This is an excellent opportunity for an early-career professional looking to grow within investment operations, gain exposure to senior leadership, and contribute to a collaborative, client-focused organization.
Job Responsibility:
Preparing and submitting client account paperwork to custodians and ensuring timely completion
Maintaining and updating client records within CRM and portfolio management systems
Handling account maintenance requests, terminations, and special servicing needs
Assisting with alternative investment documentation (subscriptions, capital calls, redemptions)
Reviewing custodian alerts and resolving inquiries within defined service standards
Collaborating with internal teams to enhance processes, policies, and operational workflows
Supporting general office and administrative functions as needed
Requirements:
Bachelor’s degree required (Finance, Business, or Economics preferred)
1–2+ years of experience within an RIA, investment management firm, or broker/dealer preferred
Strong attention to detail and organizational skills
Excellent written and verbal communication abilities
Ability to thrive in a fast-paced, team-oriented environment
Proficiency in Microsoft Office (Excel, Word, PowerPoint, Office 365)