Senior Operations Supervisor Alternative Investments

Janney; Philadelphia (Philadelphia County); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading financial services firm in Philadelphia seeks a Senior Alternative Investments Operations Supervisor to ensure the operational support of hedge funds, private equity, and real estate funds. This senior role involves reconciling transactions, managing a team, and requiring strong client-facing skills. Ideal candidates will have extensive experience in investment operations and excellent problem-solving abilities.

Benefits

Paid Parental Leave

Generous Paid Time Off

Employee Ownership

Professional Development Assistance Plan

Qualifications

• 5+ years of experience in investment operations with a focus on alternative investments preferred.
• Series 99 and SIE required within 120 days of employment.
• Demonstrated leadership experience and ability to motivate team.

Responsibilities

• Oversee alternative investment activity including subscriptions, redemptions, and transfers.
• Perform accurate reconciliation of alternative investment positions and cash activity.
• Investigate and remediate transaction discrepancies efficiently.

Skills

Attention to Detail

Effective Communication

Organizational Skills

Client Focus

Time Management

Problem Solving

Education

Bachelor’s degree in business/finance or related discipline

Tools

Reconciliation tools

Investment operations platforms

DTCC AIP

Job description

Senior Operations Supervisor Alternative Investments

Janney Montgomery Scott LLC, Philadelphia, Pennsylvania, United States of America

Job Description

Posted Wednesday, June 4, 2025 at 4:00 AM

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

We are seeking a highly skilled and detail-orientedSenior Alternative Investments Operations Supervisorto join our team. This is an individual contributor role responsible for organizing the team and work, ensuring the end-to-end operational support of alternative investment products, including hedge funds, private equity, real estate funds, and other non-traditional investment vehicles are performed accurately and timely. Is responsible for training team members, is the first point of escalation on issues and works with manager to ensure high service levels and productivity standards.

The ideal candidate will bring strong operational expertise and a client-centric mindset to ensure timely and accurate processing of transactions, position reconciliation, and effective coordination across internal and external stakeholders.

What you are good at

• Attention to Detail: Consistently delivers accurate, high-quality work in a deadline-driven environment
• Effective Communication: Articulates issues clearly with both technical and non-technical stakeholders
• Organizational Skills: Prioritizes workload and meets deadlines in a fast-paced, high-volume environment
• Client Focus:Understands the importance of advisor and client experience in every operational interaction
• Time Management: Manages competing priorities without compromising quality
• Problem Solving: Tackles challenges with initiative, judgment, and a continuous improvement mindset

Responsibilities:

• Oversee alternative investment activity including subscriptions, redemptions, capital calls, distributions, and transfers. Monitor activity of team and jump into process when needed.
• Perform accurate reconciliation of alternative investment positions, cash activity, and suspense accounts between internal systems, fund administrators, and depositories.
• Maintain accurate records and position data in internal systems, ensuring consistency with fund documentation and custodian data.
• Act as an operations subject matter expert for financial advisors and their teams, providing timely updates, resolving inquiries, and proactively managing expectations around investment timelines and requirements.
• Investigate and remediate transaction discrepancies, breaks, or delays with urgency and ownership, minimizing advisor and client impact.
• Identify inefficiencies and contribute to ongoing process enhancements and automation initiatives to support scale and improve accuracy

What you have

Education & Experience:

• Bachelor’s degree in business/finance or a related discipline strongly preferred
• 5+ years of experience in investment operations with a focus on alternative investments preferred

Certifications:

• Series 99 and SIE required within 120 days of employment
• Series 7 preferred, but not required

Skills:

• Solid understanding of alternative investment products (e.g., private equity, hedge funds, real estate, interval funds).
• Experience supporting financial advisors in a wealth management environment strongly preferred.
• Familiarity with fund documentation, subscription processes, and alternative investment custodial workflows.
• Proficiency with reconciliation tools and investment operations platforms; experience with DTCC AIP, custodial and fund administrator systems a plus.
• Ability to work independently, creatively, and perform at a high level in a fast-paced environment.
• Effective oral, written and interpersonal skills
• Demonstrated leadership experience
• Ability to motivate team

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We’ve earned the Great Place to Work certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

Janney is dedicated to promoting and supporting diversity within our workplace. We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodationsto applicants with physical and/or mental disabilities.

Janney Montgomery Scott LLC, Philadelphia, Pennsylvania, United States of America