Senior Alternative Investments Operations Lead

US Bank; Milwaukee (WI); On-site; USD 98,000 - 116,000; Full time

Benefits offered by this job

Healthcare

Dental & Vision

Life Insurance

Disability insurance

Retirement plan (401(k))

Paid vacation

Paid holidays

Parity for parental leave

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a senior professional to supervise a team handling accounting, administration, and investor servicing for investment companies and advisers. You will act as a trusted advisor to clients, assess changing business needs, and guide risk mitigation and process improvements.

The role requires at least a Bachelor's in accounting/finance, 7–9 years in alternative investments, and strong leadership, communication, and technical knowledge. U.S.

Qualifications

• Bachelor's degree in accounting, finance or related field, or equivalent experience
• Seven to nine years of experience in alternative investments industry
• CPA or CFA certification preferred

Responsibilities

• Supervises a team of administrators handling accounting and investor servicing for investment companies and advisers
• Acts as escalation point for clients and directs issue resolution
• Reviews accounting and financial statements for audits and tax reviews, and handles complex expense/incentive fee calculations

Skills

Leadership

Communication

Problem-solving

Education

Bachelor's degree in accounting/finance

CPA or CFA preferred

Tools

Microsoft Office

Advent applications

Job description

U.S. Bank seeks a senior professional to supervise a team handling accounting, administration, and investor servicing for investment companies and advisers. You will act as a trusted advisor to clients, assess changing business needs, and guide risk mitigation and process improvements.

The role requires at least a Bachelor's in accounting/finance, 7–9 years in alternative investments, and strong leadership, communication, and technical knowledge. U.S.