Alternative Investments Operations Analyst

Alternative Investments Operations Analyst – Investor Services / Transfer Agency

Location: Brooklyn, NY

Company: Robert Half

Employment Type: Contract-to-Hire

Experience Level: Intermediate / Associate

About the Opportunity

Robert Half is seeking an experienced Alternative Investments Operations Analyst to support investor servicing and transfer agency operations for a leading global financial services organization in Brooklyn, NY.

This opportunity is ideal for professionals with hands-on experience supporting Hedge Funds, Private Equity Funds, Investor Onboarding, Subscriptions, Redemptions, and Fund Administration .

The ideal candidate will have a strong understanding of alternative investment operations, exceptional attention to detail, and experience processing investor transactions within a highly regulated financial services environment.

Key Responsibilities

• Process investor subscriptions, redemptions, transfers, and distributions for hedge funds and private equity funds.
• Support investor onboarding, including reviewing documentation and coordinating account setup.
• Maintain accurate investor records, transaction details, and supporting documentation.
• Communicate directly with investors, clients, and internal stakeholders to resolve inquiries and processing issues.
• Partner with dedicated AML/KYC teams to ensure investor onboarding requirements are satisfied.
• Assist with investor reporting, transaction reconciliations, and operational processing activities.
• Review documentation for completeness, accuracy, and compliance with established procedures.
• Follow operational checklists, internal controls, and processing deadlines.
• Respond to internal and external audit requests by gathering and validating supporting documentation.
• Identify discrepancies, escalate issues, and assist with process improvements.

Required Qualifications

• Approximately 4–5+ years of relevant experience in alternative investments, investor services, transfer agency, fund administration, or related financial operations. Strong candidates with slightly less experience may be considered.
• Hands-on experience supporting hedge funds, private equity funds, or alternative investment products.
• Experience processing subscriptions, redemptions, distributions, or investor onboarding activities.
• Familiarity with investor servicing processes and direct investor/client communication.
• Working knowledge of AML/KYC requirements as they relate to investor onboarding.
• Strong attention to detail, organizational skills, and ability to meet processing deadlines.
• Experience working in controlled environments and following established operational procedures.
• Ability to manage multiple priorities in a fast-paced financial services environment.

Preferred Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.
• Experience with Multifonds or Ultrax platforms.
• Familiarity with AI tools, workflow automation, or operational process improvements.
• Experience supporting institutional investors, hedge fund administrators, or private equity fund operations.

Additional Opportunity Details

Contract-to-Hire: Candidates may be considered for permanent conversion after approximately 6 months, depending on performance and business needs. Conversion is not guaranteed.

Location: Brooklyn, NY is strongly preferred. Jersey City, NJ may be considered for exceptionally qualified candidates.

Background Screening: Enhanced background screening is required due to access to sensitive investor and cash-related information. Onboarding timelines may be longer than standard hiring processes.

Interested in Learning More?

If you have experience in Alternative Investments, Transfer Agency, Investor Services, Hedge Fund Operations, or Private Equity Fund Administration , we'd love to hear from you!

Apply today through Robert Half to be considered for this opportunity.

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