Job Location: New York, NY
The Firm we are representing is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
The Firm’s Alternative Investments business is an industry leading provider of alternative investments with more than $140B in assets under management* across a wide array of products, including, but not limited to hedge funds, funds of hedge funds, managed futures, private equity, private credit, real estate funds, exchange funds, real assets and digital assets. The Alternative Investments business mission is to provide our clients with a unique, world-class, diverse array of alternative investment products and services through product origination and sourcing, product management and client servicing as well as sales and marketing. It is one of the fastest growing businesses at the Firm and in the industry.
The Alternative Investments Analyst will be responsible for a wide spectrum of alternative investments products. This role requires the ability to communicate effectively with internal and external partners, including but not limited to financial advisors and their teams, asset managers and fund administrators.
REQUIREMENTS:
- Analyzing data to identify patterns and trends that can inform business decisions
- Assisting senior members of their team with projects, conducting research, and compiling data as needed
- Collaborating with managers and consultants to effectively document business processes
- Recording, manipulating, and making reports on the requirements that are in the rational tool suite
- Supervising requirements traceability and recording the status of the requirements through the course of the project
- Monitoring the changes in baseline requirements through effective application of change control processes and tools
QUALIFICATIONS
- • 1-3 years’ experience in financial services related field
- • Inquisitive, creative thinker who is motivated to learn and driven to achieve exceptional results
- • Strong attention to detail and ability to work autonomously
- • Excellent oral and written communication skills
- • Ability to multi-task in a fast-paced, changing environment
- • Strong work ethic and interest in improving business, technical and operational processes
- • Ability to make connections across multiple data sources
- • Strong analytic experience
- • Bachelor’s degree or equivalent experience required
- • Securities licensing (SIE and Series 7 or 99) preferred
- • Strong working knowledge with Excel
This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment.
Please reach out for more information and apply!
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