Asset Management Operations Associate

Job Description

Title: Asset Management Operations Associate

Duration: 6+ Months

Location: Wacker Drive, Chicago, IL

Job Summary

The Planet Group is seeking a highly motivated and detail-oriented candidate to join our Alternative Investment Client Services Administrator Oversight team. In this capacity, you will work closely with our fund administrators and portfolio managers and coordinate service-related strategies with the goal of providing optimal client experience.

Key Responsibilities:

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• Oversee investor transactions in private equity or hedge fund vehicles to ensure accurate trade-flow reporting to portfolio managers
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• Evaluate trade waivers and correction requests from sales teams
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• Oversee the facilitation of investor trade settlement
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• Assist in oversight of vendor relationships (e.g. fund administrators, transfer agents)
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• Oversee and coordinate resolution of product servicing issues and errors
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• Implement process improvements/enhancements
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• Improve internal controls over accounting and operational processes
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• Improve collection, dissemination and maintenance of product data attributes
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• Lead ad hoc projects within the Shareholder Services group
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Basic Qualifications:

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• Bachelor’s degree
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• Detail-oriented
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• Ability to work effectively in a fast-paced environment and think clearly under pressure
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• Strong organizational/multi -tasking skills
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• Leadership - Exchanges information with appropriate people to complete work
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• Problem Solving - Solves difficult problems with effective solutions; asks good questions and probes for answers; looks beyond the obvious and does not stop at the first answers
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• Self-Development - Ability to recognize personal skills, abilities, limitations and strengths
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• Strong Team Player - Creates strong morale and spirit in his/her team; shares wins and successes. Fosters the feeling of belonging in the team
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• Proven ability to multi-task and prioritize team responsibilities accordingly
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• Strong communication and interpersonal skills
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• 1-3 years financial services experience
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• Knowledgeable about the alternative investment industry
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