Title: Asset Management Operations Associate
To be considered for an interview, please make sure your application is full in line with the job specs as found below.
Duration: 6+ Months
Location: Wacker Drive, Chicago, IL
Job Summary
The Planet Group is seeking a highly motivated and detail-oriented candidate to join our Alternative Investment Client Services Administrator Oversight team. In this capacity, you will work closely with our fund administrators and portfolio managers and coordinate service-related strategies with the goal of providing optimal client experience.
Key Responsibilities:
- Oversee investor transactions in private equity or hedge fund vehicles to ensure accurate trade-flow reporting to portfolio managers
- Evaluate trade waivers and correction requests from sales teams
- Oversee the facilitation of investor trade settlement
- Assist in oversight of vendor relationships (e.g. fund administrators, transfer agents)
- Oversee and coordinate resolution of product servicing issues and errors
- Implement process improvements/enhancements
- Improve internal controls over accounting and operational processes
- Improve collection, dissemination and maintenance of product data attributes
- Lead ad hoc projects within the Shareholder Services group
Basic Qualifications:
- Bachelor’s degree
- Detail-oriented
- Ability to work effectively in a fast-paced environment and think clearly under pressure
- Strong organizational/multi-tasking skills
- Leadership - Exchanges information with appropriate people to complete work
- Problem Solving - Solves difficult problems with effective solutions; asks good questions and probes for answers; xxzpjkt looks beyond the obvious and does not stop at the first answers
- Self-Development - Ability to recognize personal skills, abilities, limitations and strengths
- Strong Team Player - Creates strong morale and spirit in his/her team; shares wins and successes. Fosters the feeling of belonging in the team
- Proven ability to multi-task and prioritize team responsibilities accordingly
- Strong communication and interpersonal skills
- 1-3 years financial services experience
- Knowledgeable about the alternative investment industry