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Analyst Or Associate, Advisor Services

Company

Apollo Global Management, Inc.
Address New York, NY, United States
Employment type FULL_TIME
Salary
Category Financial Services
Expires 2023-08-07
Posted at 10 months ago
Job Description
Position Overview


  • Deliver consistent messaging related to operational policies and procedures to support financial advisor, back office, investor, and internal sales inquiries ensuring service excellence.
  • Determine operational objectives by studying business functions and gathering information to evaluate and provide recommendations to improved processes.
  • Conducts high level analysis to identify and resolve work processing issues while examining processes to streamline operations.
  • Collaborate with other departments to resolve identified issues.
  • Reconcile daily trades for potential trade errors that could lead to gain/loss scenarios or cancel rebills.
  • Validate or prepare reporting for ad hoc requests for management.
  • Assist distribution partners with investment paperwork processing by ensuring that all is received in good order. This will include communicating with financial advisors, broker/dealers, and other financial institutions.


Qualifications & Experience


  • Skilled in Office suite of applications: Outlook, Word, Excel and PowerPoint.
  • Ambitious, adaptive and agile learner.
  • Excellent organizational and interpersonal skills, including the ability to resolve internal differences and observe confidentiality.
  • Experience with transfer agent and/or third-party administrators.
  • Understanding of the financial service, private equity, or investment banking sectors.
  • Minimum of 2 years of experience within Financial Services, including Operations with exposure to trade reconciliation and customer service.
  • Outstanding verbal & written communication skills.
  • BA/BS degree in Finance, Accounting, Economics or Communications required.
  • Flexible and adaptive to shifting priorities.
  • Motivated individuals who thrive in a high volume, fast paced, deadline-oriented environment.
  • Knowledge of Financial Trading and Clearing Processes for Alternative Investments or Mutual Funds preferred.


Pay Range


80,000-120,000


The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.