Coda Search│Staffing · 3 weeks ago
Private Wealth Operations - Asset Management
Boston, MA
Full-time
Onsite
Mid Level
$125K/yr - $170K/yr
3+ years expCoda Search│Staffing is representing a leading global investment firm seeking an experienced professional to support platform operations and distribution initiatives within their wealth-channel presence. The role involves managing platform servicing needs, performing data reconciliation, and collaborating with various stakeholders to enhance processes and support initiatives in alternative investments.
ConsultingRecruitingStaffing Agency
Responsibilities
Support day-to-day operational requirements for the firm’s alternative investment offerings across major wealth and distribution platforms
Reconcile internal reporting with platform-provided data, ensuring accuracy for internal teams and external stakeholders
Collaborate with technology, operations, finance, and third-party service providers to enhance automation and streamline subscription and account-maintenance processes
Partner with strategic accounts and platform-facing teams to prioritize initiatives, enhance service delivery, and improve the firm’s overall operating model within the wealth channel
Qualification
Required
3–6 years of experience in an operational, platform-servicing, or investor-support role within alternative investments, asset management, or a related wealth-management environment
Strong technical skills, particularly with Excel and data reconciliation
Clear and effective communicator with the ability to interact across internal teams and external partners
Highly proactive, able to work independently, identify data irregularities, and drive solutions forward
Strong academic foundation with a bachelor's degree
Ability to balance multiple projects and inquiries simultaneously in a fast-moving environment
Preferred
Experience working with fund administrators, transfer agents, or third-party service providers is advantageous
Company
Coda Search│Staffing
At Coda, we believe the best way to serve our clients is through an inclusive and personalized approach. We’re not order-takers, we’re consultants.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Linh Nguyen
Chief Operating Officer
Recent News
2025-08-13
Company data provided by crunchbase