Hybrid Remote: Alternative Investments Operations Lead
Perigon Wealth Management, LLC
Perigon Wealth Management is seeking an experienced Alternative Investment Operations Specialist to manage the full operational lifecycle of our private investments program. You will coordinate data feeds, ensure accurate reporting in Orion, and collaborate with Advisors, custodians, and fund sponsors.
Responsibilities include data migration during onboarding, subscription and capital call processing, tax document handling (K-1s), and maintaining robust documentation.
#J-18808-LjbffrVacancy posted 3 days ago
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