Tiedemann Advisors
Analyst, Operations
Wilmington, DE, United States
Sponsorship not specifiedDetected 1293 days ago
ExcelCommunicationMicrosoft Office
About the role
- Tiedemann Advisors, LLC ("Tiedemann") is a top-ranked, independent wealth advisory firm.
- Our Trust Company is based in Delaware, a highly advantageous state with progressive trust laws.
- In January 2023, Tiedemann, TIG Advisors and Alvarium Investments are expected to merge and form Alvarium Tiedemann | AlTi and to become publicly traded on Nasdaq.
Nice to have
- Focus on continually improving operational efficiencies and controls
- Processing and reconciliation of cashiering requests
- Communication and processing with external fund managers
- Processing and reconciliation of directed trading
- Process high volumes and execute against operational queues with high degree of accuracy
- Efficiently and clearly communicate with management to provide relevant updates and escalate items as appropriate
- Bachelor's Degree
- 4 years' experience within financial services
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