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Private Wealth Investor Relations

coda searchstaffingGlens Falls, NY

today

Occupations

Investment Fund ManagersSecurities, Commodities, and Financial Services Sales AgentsBrokerage Clerks

Industries

Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
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About the role

Our client, a global alternative investment manager, is looking for someone to join its wealth distribution operations team. The firm manages a diversified platform across private markets and credit strategies, and values a collaborative, detail-oriented culture.
Responsibilities:
  • Manage day-to-day relationships with transfer agents and outside service providers, keeping transaction processing, reporting, tax documentation, and cash reconciliation running smoothly
  • Help bring new funds onto distribution platforms, working across legal, sales, product, and marketing teams
  • Troubleshoot trade errors and operational issues, tracking recurring problems and pushing for long-term fixes
  • Act as a point of contact for financial advisors and internal sales staff with questions about fund operations
  • Coordinate with technology partners on trade execution and documentation
  • Build subject-matter expertise on how advisors' platforms work so you can support them more effectively
Qualifications:
  • 1-2 years of experience (2024 or 2025 grad)
  • Strong communication and relationship-building skills, both internal and external
  • Comfortable working in a fast-paced, deadline-driven team environment
  • Sharp attention to detail
  • Advanced Excel skills
  • Good instincts for prioritizing competing demands
  • Familiarity with how high-net-worth and advisor-driven investing works
  • Exposure to alternative investments is a plus, but not required

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JOB OVERVIEW

Experience level

Junior

Location

Glens Falls, NY

Occupation

Investment Fund Managers

Industry

Portfolio Management and Investment Advice

Posted

today

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