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Years of Experience
Date Last Verified
ProfileAWM Alternative Investments Trade Order Management Client Support Analyst Responsibilities: Coordinate with front office in the receipt of confidential client documents and organize such documents for review; responsible of monitoring an active email inbox. Coordinate with front office to review and determine approval for regulatory eligibility of client subscriptions into alternative investments, primarily hedge funds at the moment; Liaise with clients and front office to facilitate corrections to incomplete documents. Facilitate transfers of investment ownership between clients or legal entities. Coordinate with outside law firms to facilitate transfer requests for private equity vehicles. Tracking of client consent responses for amendments and corporate actions. Respond to client and front office inquiries, escalate issues to senior members of the team when required. Respond to internal/external audit requests. Provide guidance, with input from Middle Office on product deadlines. Organize and index confidential client documents for archiving and storage. Liaise with external vendors to facilitate archiving and storage of confidential client documents.
Qualification and Experience
Requirements: Bachelor’s degree from an accredited, high quality institution is required; paralegal experience is a plus. Should have 1-2 years of related experience. Background in wealth management, alternative investments or at a reputable law firm a plus. Polished interpersonal and written skills. Meticulous attention to detail and highly organized. Excellent analytical, organizational and problem solving skills. Highly motivated self-starter with the ability to set priorities, monitor own workload to meet aggressive deadlines in a constantly changing team environment. Ability to multi-task, handle several high impact projects simultaneously and work well under pressure. Overtime work will be necessary. Possesses sound judgment. Takes initiative and is proactive. Ability to anticipate the needs of the team. Creative, ready to think outside the box and add input to improving existing workflows. Positive attitude and a good team player, ability to motivate and influence others. Genuine interest in learning about the markets, alternative investment products and private banking; although no prior industry experience is required, it is helpful. Proficiency in Microsoft Word, Excel, PowerPoint and Adobe Acrobat required. SharePoint experience a plus. Ability to work independently and in a team setting.
Req #: 170059720