Alternative Investments Operations Analyst II
| Company | Raymond James Financial |
|---|---|
| Location | St. Petersburg, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level |
Requirements
- Knowledge of office practices, procedures, and methods
- Knowledge of basic accounting concepts
- Knowledge of operations at an alternative investment firm, institutional consultant, or broker-dealer
- Knowledge of advanced MS Office applications, including Excel functions such as pivot tables and formulas
- Knowledge of SEC rules defining client accreditation standards
- Knowledge of basic database and technology concepts
- Knowledge of increasing business process effectiveness and efficiency through technology
- Knowledge of FINRA and SEC rules
- Skill in organization and time management to prioritize workload, handle multiple tasks, and meet deadlines
- Skill in project management
- Skill in effective verbal and written communication with detail and precision
- Skill in critical thinking and problem-solving with limited supervision
- Skill in operating standard office equipment and using required software applications
- Ability to build effective working relationships
- Ability to collaborate with IT to design, test, and deploy projects
- Ability to coach others in skill development
- Ability to execute instructions and seek clarification when necessary
- Ability to provide courteous, timely service to customers
- Ability to communicate clearly and concisely
- Ability to convey information effectively through formal and informal documents
- Ability to work under stress and pressure with high workloads and deadlines
- Ability to plan, organize, and coordinate work assignments
- Ability to promote team cohesiveness and effectiveness
- Ability to pay close attention to detail
- Ability to perform tasks with limited supervision and high accuracy
- Ability to multi-task, work in teams, self-motivate, innovate, work independently, adapt, accept and lead change, and meet deadlines
Responsibilities
- Collaborate with Raymond James Financial Advisors, senior leadership, and alternative investment fund partners to troubleshoot service issues, including, but not limited to, new investments, commission payments, pricing, client statements, and redemptions.
- Assist with basic technological concepts (e.g., data structures and database design) to work with IT professionals on process improvement and risk mitigation projects.
- Manage the operational infrastructure of Raymond James’s alternative investment platform.
- Engage with Financial Advisors, alternative investment Fund Sponsors, and home office departments to support all operational aspects of the Alternative Investment platform.
- Submit client investments to fund sponsors, conduct client suitability reviews, generate trade confirmations, update positions and valuations on client statements, process redemptions, and maintain account performance details.
- Identify opportunities to create efficiencies and assist with complex research and investigations.
- Orient and train new team members.
- Perform other duties and responsibilities as assigned.
Preferred Qualifications
-
No preferred qualifications provided.