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Waverly Advisors, LLC · 1 day ago

Private Market Operations Associate

Atlanta, GA

Full-time

Onsite

Entry Level

1+ years exp

Waverly Advisors is a wealth management firm focused on serving clients and communities with an intense client focus. The Private Markets Operations Associate will handle day-to-day accounting and finance functions related to the firm's private fund investment activities, contributing to team goals and objectives.

FinanceFinancial ServicesImpact Investing

Responsibilities

Maintain internal records to track legal documents, client documents, tax records, and related support materials

Organize and distribute tax documents from various investment managers

Update client alternative investment valuations and capital activity in portfolio management software

Assist with preparation and tracking of capital calls and distributions across the firm’s private investment portfolio

Respond to advisor and financial planner requests related to fund reporting

Complete assignments related to financial operations, firm operations, and financial reporting

Qualification

Finance degreeAccounting experienceExcel skillsAnalytical skillsTime managementInterest in corporate financeInterest in AICommunication skillsInterpersonal skillsProblem solvingAdaptabilityPositive attitudeSelf-motivated

Required

Hold a four-year college degree in finance, accounting, or a related major with at least one year of experience in a related field

Have strong communication and interpersonal skills with the ability to have a positive impact on the people around you

Be proactive and able to anticipate the needs of those the role supports

Possess strong Excel and analytical skills

Have great time management skills with the ability to structure responsibilities, tasks, and project management while prioritizing and ensuring deadlines are met

Maintain a high level of organization and have great attention to detail

Be able to adapt to changing priorities and conditions throughout the day or week all while continuing to respond calmly and maintain performance standards

Maintain high service standards and problem solve effectively when faced with new challenges

Be energetic and possess a positive attitude with a willingness to learn

Have an interest in issues related to corporate finance and investing in private companies

Have an interest in the use of AI within the industry

Be self-motivated with commitment to excellence and high-quality standards