Operations Associate

Stifel Financial; St. Louis (MO); On-site; USD 10,000 - 60,000; Full time

Job summary

A global wealth management firm in St. Louis is seeking an Alternative Investment Operations Associate. This role involves reviewing and processing investment documents and requires strong attention to detail and effective communication skills. Ideal candidates have an Associate’s Degree and are prepared to manage varying workloads. The firm offers a comprehensive benefits package and supports career growth within a collaborative team environment.

Benefits

Health, dental, and vision care

401k

Paid time off

Qualifications

• Minimum 0-2 years of professional business-related experience.
• Ability to organize and prioritize effectively to meet deadlines.
• Willingness to handle large workloads during peak periods.

Responsibilities

• Review and process Alternative Investment documents accurately.
• Provide timely updates on progression of job responsibilities.
• Communicate effectively within the department regarding transaction processes.

Skills

Attention to detail

Communication skills

Self-direction

Education

Associate's Degree or equivalent

Tools

Microsoft 365

Job description

Overview

The Alternative Investment Operations Associate is responsible for aiding in driving departmental results by reviewing documents to be submitted in good order to Alternative Investment Fund Companies under direct supervision. This position requires the ability to gain a sound understanding of department subject matter including Fund Subscription, Redemption and Transfer document requirements while serving as liaison to internal and external stakeholders. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.

What We're Looking For

• Accurately review and process Alternative Investment documents and perform job duties as provided by leadership while adhering to departmental procedures and guidelines.
• Proficient review and processing of subscriptions, redemptions and transfers in all systems used for the alternative investment platforms.
• Identify potential problems or issues and escalate to department leadership if necessary.
• Develop effective communication skills within the department around the multiple facets of the alternative investment transaction processes.
• Provide timely updates on progression of job responsibilities to leadership.
• Demonstrate the ability to work collaboratively within a team.

What You\'ll Bring

• Ability to attain a general understanding of industry rules/regulations and Stifel policies that pertain to the department.
• Strong attention to detail to minimize risk to the firm.
• Initiative and self-direction when performing tasks with the ability to organize and prioritize effectively in order to meet deadlines.
• Able to handle large workloads that vary based on heavy volume periods.
• Ability to work autonomously throughout the day based on performance criteria provided by leadership.

Education & Experience

• Minimum Required: Associate\'s Degree or equivalent combination of education and experience.
• Minimum Required: 0-2 years of professional business related experience.

Systems & Technology

• Proficient in Microsoft 365.

About Stifel

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients\' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let\'s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.