Job Information
Robert Half Private Fund Operations Associate in Chicago, Illinois
Description
To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m
The two biggest things on people’s minds right now: ‘When is it okay for me to start making everything pumpkin spice flavored?’ and ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly.
Job Description
We are currently seeking an Private Funds Operations Associate to join our growing team. In this vital role, you will provide support to our Wealth Management Team and our investors, ensuring smooth coordination of processes for client investments in alternative investments.
Job Responsibilities
Prepare and review subscription documents for alternative investments (i.e., private equity funds, private real estate funds and hedge funds) and handle follow up questions and requests for supporting materials.
Identify operational process improvements and contribute to the implementation of productivity and efficiency improvements to drive exceptional client service and risk mitigation.
Work closely with our Wealth Management Team to satisfy AML/KYC requirements for client investments in alternative investments.
Review and understand offering documents (PPMs), limited partnership agreements and related documents for alternative investments.
Assist in developing, educating, and training the firm’s staff on alternative investment operations processes.
Track closing dates and other deadlines for alternative investments, ensuring timely completion.
Play a significant role in assisting in the development of robust processes and reports to keep the Wealth Management Team informed about crucial pre-fund status, processes, and requirements.
Monitor and reconcile money movement associated with capital activity.
Communicate effectively with internal teams, fund managers, investors, custodians, and auditors, fostering strong relationships.
Maintain accurate client records and record information in the firm’s CRM.
Execute service requests in conjunction with the Wealth Management Team and maintain appropriate follow-up with sponsors, custodians, and clients.
Requirements
Qualifications:
Required: 5+ years of experience in the alternative investments or wealth management industry.
Bachelor's degree in finance, business administration, or a related field (or equivalent work experience).
Prior experience completing or reviewing subscription documents for private equity funds, private real estate funds, and/or hedge funds.
Familiarity with trust, estate, and legal entity structures.
Know Your Client and Anti-Money Laundering experience (KYC/AML).
Proficiency in Microsoft Excel and ability to learn new applications.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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