About this role
Asset Management Operations Associate
Duration 6 months
Location: Chicago, IL
Pay Rate: $30.00/hr - $33.00/hr (DOE)
Hours: 40/wk
The Planet Group is seeking a highly motivated and detail-oriented candidate to join our Alternative Investment Client Services Administrator Oversight team. In this capacity, you will work closely with our fund administrators and portfolio managers and coordinate service-related strategies with the goal of providing optimal client experience.
Key Responsibilities
- Oversee investor transactions in private equity or hedge fund vehicles to ensure accurate trade-flow reporting to portfolio managers
- Evaluate trade waivers and correction requests from sales teams
- Oversee the facilitation of investor trade settlement
- Assist in oversight of vendor relationships (e.g. fund administrators, transfer agents)
- Oversee and coordinate resolution of product servicing issues and errors
- Implement process improvements/enhancements
- Improve internal controls over accounting and operational processes
- Improve collection, dissemination and maintenance of product data attributes
- Lead ad hoc projects within the Shareholder Services group
Basic Qualifications:
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Bachelor's degree
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Detail-oriented
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Ability to work effectively in a fast-paced environment and think clearly under pressure
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Strong organizational/multi-tasking skills
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Leadership - Exchanges information with appropriate people to complete work
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Problem Solving - Solves difficult problems with effective solutions; asks good questions and probes for answers; looks beyond the obvious and does not stop at the first answers
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Self-Development - Ability to recognize personal skills, abilities, limitations and strengths
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Strong Team Player - Creates strong morale and spirit in his/her team; shares wins and successes. Fosters the feeling of belonging in the team
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Proven ability to multi-task and prioritize team responsibilities accordingly
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Strong communication and interpersonal skills
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1-3 years financial services experience
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Knowledgeable about the alternative investment industry
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The Planet Group and our companies are equal opportunity employers. If you have a disability or handicap and would like us to accommodate you in any reasonable way, please inform your recruiter, or contact us, so that we can discuss the appropriate alternatives available.