Hightower · 1 month ago
Private Market Exchange Operations, Senior Analyst
200 W Madison St, Chicago, IL 60606, USA
Full-time
Hybrid
Mid, Senior Level
$120K/yr - $120K/yr
5+ years expHightower is a wealth management firm that provides investment, financial, and retirement planning services. The Private Market Exchange Operations Senior Analyst will oversee operational workflows for the firm's private market investment platform, supporting advisors and managing vendor relationships to ensure efficient operations and compliance.
FurnitureManufacturingRetailWholesale
No H1B
U.S. Citizen Only
Responsibilities
Understand the end-to-end pre-investment workflow managed through Hightower’s Private Market Exchange (PMX) and oversee necessary administration to ensure appropriate access, data accuracy, compliance, and operational efficiency
Provide white glove service and support to advisor practices utilizing the PMX platform, including offering training and support, managing escalations with vendors and/or funds, and resolving any data or access issues as they may arise
Manage the vendor support relationship around platform operations and service delivery, including establishing SLAs and helping advisors navigate external channels
Ensure appropriate hand off to post investment reporting as commitment file transfers over to Accord and the client reporting team
Provide insights and feedback from the field to inform ongoing operational process improvements
Develop detailed training materials and support the distribution and education of processes and best practices out to the field
Document and maintain Standard Operating Procedures around the platform and help develop KPI or other metrics to monitor process success
Assist with testing, documentation, and deployment of new platform functionality
Contribute to reporting, analytics, and audit processes to enhance transparency and accuracy in investment operations
Qualification
Required
5+ years of private market investment operations experience, including exposure to investor onboarding, subscription document workflows, and KYC/AML requirements
Understanding of iCapital or other private market investment platforms
Experience working directly with financial advisors and comfortable creating training material or user guides to aid them through the processes
Ability to explain complex processes in clear, user-friendly language
Process driven with experience documenting processes and an understanding of end-to-end impacts
Proven ability to engage and collaborate with stakeholders across business and technology teams
Comfortable in a dynamic, and entrepreneurial environment
Benefits
Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
Mother’s lounge onsite
Flexible PTO plan
Hybrid work schedule (minimum of 3 days in office)
Free brand-new gym in the Chicago office
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Company
Hightower
Hightower is a manufacturer and supplier of furniture and furnishing products for the technology, education, and hospitality sectors.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jenna Geigerman
President / COO
Natalie Hartkopf
Chairman/Co-Owner
Recent News
2025-06-02
2025-05-17
2025-05-17
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