Analyst/Associate Alternative Investment Subscription Team

The Analyst/Associate will serve as a key contributor to the Private Wealth Centralized Business Services group, focusing on end-to-end subscription and transfer processing for alternative investments. The ideal candidate thrives in a fast-paced environment, has a strong understanding of complex entity structures, and delivers a high level of accuracy and responsiveness.

Requirements

• Undergraduate degree with experience supporting private equity, private credit, or other alternative investment products
• SIE, Series 7, and 66 licenses preferred or ability to obtain
• Excellent communication skills with a client service mindset
• Proficiency with Excel and PowerPoint
• Strong organizational skills and excellent attention to detail
• Ability to prioritize workload based on evolving needs and circumstances
• Strong multitasking skills

Benefits

• Paid time off
• Medical/dental/vision insurance
• Retirement
• Life insurance
• Discretionary bonus