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NewEdge Capital Group · 3 weeks ago

Analyst, Alternative Investments, Operations & Reporting

Stamford, CT

Full-time

Onsite

Entry, Mid Level

$100K/yr - $150K/yr

2+ years exp

NewEdge Capital Group LLC is focused on alternative investments and is seeking an Analyst to support operations, administration, onboarding, and reporting. This role involves ensuring smooth onboarding of new advisor teams and maintaining an excellent advisor and client experience throughout the investment lifecycle.

AdviceFinanceWealth Management

Responsibilities

Support operational processes for onboarding new advisor teams including transition documentation for funds and custodians

Assist in investment process of alternative investments including subscription documents, investor setup, KYC/AML workflows and custodian coordination

Track and oversee investment records and resources ensuring accurate posting and reporting across internal reporting systems and alternative investment databases

Assist advisors with ongoing maintenance of investments including client updates and redemption

Communicate with fund managers, administrators, custodians and internal teams to update information and resolve data or documentation issues

Support the development of materials for client reviews

Qualification

Private markets knowledgePortfolio analytics toolsExcelPowerPointAnalytical skillsWritten skillsInterpersonal skillsCommunication skillsOrganizational skillsAttention to detail