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Hightower Advisors · 2 weeks ago

Alternative Investment Operations, Senior Analyst

Chicago, IL

Full-time

Hybrid

Senior Level

$100K/yr - $120K/yr

5+ years exp

Hightower Advisors is a wealth management firm that provides investment and financial planning services. The Alternative Investment Operations, Senior Analyst will oversee day-to-day operational workflows for the firm's private market investment platform, providing support to advisors and ensuring compliance and operational efficiency.

Financial Services

Comp. & Benefits

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

Private market investment operationsICapital platform knowledgeKYC/AML requirementsTraining material developmentProcess documentationStakeholder collaborationUser-friendly communicationDynamic environment adaptability

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 Advisors

Glassdoor4.1

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations.

Founded in 2008

Westport, Connecticut, USA

201-500 employees