Focus Partners Wealth
Alternatives Associate
Chicago, IL
Sponsorship not specified$70k-$80kDetected 12 days ago
ExcelCustomer SupportResearchCommunicationProblem SolvingAdaptability
About the role
- Focus provides team members the flexibility to work a hybrid schedule.
- Our hybrid model is defined as 3 days in our Chicago office per week, while giving team members the option to work remotely 2 day per week.
- Track closing dates and other deadlines for alternative investments, ensuring timely completion.
Responsibilities
- Prepare and review subscription documents for alternative investments (i.e., private equity funds, private real estate funds and hedge funds) and handle follow up questions and requests for supporting materials.
- Identify operational process improvements and contribute to the implementation of productivity and efficiency improvements to drive exceptional client service and risk mitigation.
- Review and understand offering documents (PPMs), limited partnership agreements and related documents for alternative investments.
- Assist in developing, educating, and training the firm's staff on alternative investment operations processes.
- Assist with the distribution of tax documents and audited financial statements.
- Maintain accurate client records and record information in the firm's CRM.
- Execute service requests in conjunction with the Wealth Management Team and maintain appropriate follow-up with sponsors, custodians, and clients.
- Capability to develop and deliver innovative ideas as the position grows.
- Ability to collaborate and work with teammates to accomplish daily deliverables.
Requirements
- Required: 3+ years of experience in the alternative investments or wealth management industry.
- Bachelor's degree in finance, business administration, or a related field (or equivalent work experience).
- Familiarity with trust, estate, and legal entity structures.
- Proficiency in Microsoft Excel and ability to learn new applications.
- Ability to work in a fast-paced environment while managing numerous projects and clients.
- Ability to work independently and take initiative while also being a team player.
- Adaptability and ability to learn new concepts quickly.
- Prior experience completing or reviewing subscription documents for private equity funds, private real estate funds, and/or hedge funds.
- Know Your Client and Anti-Money Laundering experience (KYC/AML).
- High attention to detail and organizational skills.
- Strong interpersonal skills and a positive attitude.
- Excellent problem-solving skills.
- Outstanding customer service skills.
- Excellent communication and organizational skills.
Compensation
- The annualized base pay range for this role is expected to be between $70,000–$80,000 base salary compensation range.
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This listing is sourced directly from Focus Partners Wealth's careers page and normalized into a canonical job model.