Private Wealth Investor Relations

Job Description

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:

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• Manage day-to-day relationships with transfer agents and outside service providers, keeping transaction processing, reporting, tax documentation, and cash reconciliation running smoothly
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• Help bring new funds onto distribution platforms, working across legal, sales, product, and marketing teams
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• Troubleshoot trade errors and operational issues, tracking recurring problems and pushing for long-term fixes
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• Act as a point of contact for financial advisors and internal sales staff with questions about fund operations
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• Coordinate with technology partners on trade execution and documentation
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• Build subject-matter expertise on how advisors' platforms work so you can support them more effectively
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Qualifications

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• 1-2 years of experience (2024 or 2025 grad)
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• Strong communication and relationship-building skills, both internal and external
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• Comfortable working in a fast-paced, deadline-driven team environment
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• Sharp attention to detail
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• Advanced Excel skills
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• Good instincts for prioritizing competing demands
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• Familiarity with how high-net-worth and advisor-driven investing works
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• Exposure to alternative investments is a plus, but not required
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