Alternative Investments Operations Specialist

Pitcairn Trust Company, LLC; Conshohocken (Montgomery County); On-site; USD 90,000 - 140,000; Full time

Job summary

Pitcairn Trust Company, LLC is seeking an Investment Operations Specialist, Alternatives in Conshohocken, PA. You will manage the lifecycle of alternative assets, including private equity, private credit, and hedge funds, from subscriptions to reporting and capital calls.

The role requires a bachelor’s degree in business or finance and 2–4 years in financial services with alt investments exposure. Strong Excel and CRM skills are needed.

Qualifications

• Bachelor’s degree in business or finance required or related field.
• 2–4 years in financial services with exposure to alternatives in operations.
• Solid understanding of trusts, corporations and partnerships.

Responsibilities

• Collaborate across teams to implement the alts investments strategy at scale.
• Process and submit subscription documents to managers and custodians.
• Follow up with Relationship Managers to rectify onboarding items.
• Oversee reporting including committed capital and period-end statements.
• Process wires and capital calls; ensure accurate reporting.
• QC of alternatives performance and data integrity.
• Support fintech vendor relationships and Fund Manager interactions.

Skills

Analytical thinker

Self-motivated

Detail-oriented

Problem-solving

Strong communication

Education

Bachelor's degree in business or finance

Tools

Microsoft Excel

AI tools

CRM software

Job description

Pitcairn Trust Company, LLC is seeking an Investment Operations Specialist, Alternatives in Conshohocken, PA. You will manage the lifecycle of alternative assets, including private equity, private credit, and hedge funds, from subscriptions to reporting and capital calls.

The role requires a bachelor’s degree in business or finance and 2–4 years in financial services with alt investments exposure. Strong Excel and CRM skills are needed.