Senior Alt Investments Operations Lead (Hybrid)

Janney; Philadelphia (Philadelphia County); Híbrido; USD 90 000 - 130 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Paid Parental Leave

Generous Paid Time Off

$2,000 referral bonus

Professional Development Assistance

Resumo da oferta

Janney is seeking a proactive Senior Alternative Investments Operations Associate to join the Operations team in Philadelphia. The role supports processing and oversight of hedge funds, private equity, real estate, and other non-traditional vehicles, ensuring data integrity, reconciliations, and issue resolution.

The ideal candidate has strong operational knowledge, sound judgment, and a client-first mindset.

Qualificações

• Bachelor's degree in business, finance, or related discipline preferred.
• 3–5 years in investment operations with exposure to alts.
• Series 99 and SIE required within 120 days of employment.
• Series 7 preferred but not required.
• Solid understanding of hedge funds, private equity, real estate, interval funds.
• Hybrid role: three days a week in Philadelphia, PA office.

Responsabilidades

• Transaction Processing: execute and review alt investment transactions with accuracy and compliance.
• Advisor & Client Support: provide updates on activity, docs, and fund timelines.
• Reconciliation: reconcile positions, cash activity, suspense accounts; resolve discrepancies.
• Issue Resolution: investigate issues and implement solutions with urgency.
• Process Improvement & Team Support: assist testing of new systems; help onboarding.
• Data Management: maintain alt investment data with fund docs and custodial data.

Conhecimentos

Attention to Detail

Effective Communication

Analytical Thinking

Client Focus

Collaboration

Problem Solving

Formação académica

Bachelor's degree in business, finance, or related discipline

Ferramentas

DTCC AIP

Fund Administrator Systems

Descrição da oferta de emprego

Janney is seeking a proactive Senior Alternative Investments Operations Associate to join the Operations team in Philadelphia. The role supports processing and oversight of hedge funds, private equity, real estate, and other non-traditional vehicles, ensuring data integrity, reconciliations, and issue resolution.

The ideal candidate has strong operational knowledge, sound judgment, and a client-first mindset.