Tiedemann Advisors
Associate, Data Operations and Reporting
Wilmington, DE, United States
Sponsorship not specifiedDetected 1245 days ago
ComplianceSalesforceExcelResearchCommunicationPublic SpeakingMicrosoft Office
About the role
- Our clients are UHNW individuals and families, institutions, foundations, and family-led businesses.
- AlTi has over 400 employees and assets under management of $50 billion with access to substantial capital for further investments.
- We come from different backgrounds and offer different perspectives.
Requirements
- Bachelor's Degree
- Minimum of 5 years' experience within financial services
- Ability to prioritize, be exceptionally organized, and have extreme attention to detail
- Ability to communicate effectively cross-functionally with people at all levels of seniority
- Experience with systems relating to performance reporting and client relationship management, preferably Addepar and Salesforce
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