Investment Operations & Onboarding Specialist (Alternatives)

Maslow Wealth Advisors; Austin (TX); Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

Maslow Wealth Advisors seeks an Investment Operations Associate to support the operational infrastructure of its alternative investment platform in Austin, TX.

You will evaluate and onboard new alternative investment managers and investments, oversee feeder funds and IDFs, and act as the primary liaison among the Investments, Operations, and Financial Advisor teams, with external managers, custodians, and fund administrators.

Formación

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
• 3–7 years of experience in investment operations, fund administration, alternative investments, or wealth management operations.
• Understanding of alternative investment structures including private equity, private credit, hedge funds, real estate funds, feeder funds, and Insurance Dedicated Funds.
• Strong analytical, organizational, and communication skills.

Responsabilidades

• Conduct operational due diligence reviews on prospective alternative investment managers, funds, and investment platforms.
• Evaluate fund administrative processes, valuation methodologies, subscription and redemption procedures, reporting capabilities, service providers, and operational controls.
• Coordinate operational onboarding of new alternative investment offerings.
• Partner with investment, compliance, legal, and operations teams to facilitate efficient implementation of new investment solutions.
• Maintain relationships with operations teams at external fund managers and administrators.
• Review NAV statements, capital account statements, and reporting packages.
• Investigate and resolve discrepancies related to valuations, fees, expenses, and allocations.

Conocimientos

Analytical skills

Communication

Organizational skills

Educación

Bachelor's degree in Finance, Economics, or related field

Descripción del empleo

Maslow Wealth Advisors seeks an Investment Operations Associate to support the operational infrastructure of its alternative investment platform in Austin, TX.

You will evaluate and onboard new alternative investment managers and investments, oversee feeder funds and IDFs, and act as the primary liaison among the Investments, Operations, and Financial Advisor teams, with external managers, custodians, and fund administrators.