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Alternatives Client Platform Associate Jobs

Svp, Alternatives Risk Analyst
By Fidelity Investments At , Boston, 02210, Ma
At least 10 years of relevant experience, incl. liquid alternatives and derivatives risk management required
Deep knowledge of risk management techniques and vendor models & tools like Blackrock Aladdin, Axioma, Barra, RiskMetrics
Partner with the portfolio manager and research peers to define and build the relevant risk management models and infrastructure.
Identifying the key sources of risk embedded in the portfolio and present their impact to the CIO and Portfolio manager.
Strong programming and database skills e.g., R, Python, SQL
Excellent written and oral communication skills
Investment Analyst - Liquid Alternatives
By UPS At Atlanta, GA, United States
1-2 years of experience in an Investments or Finance related role
Reviews investment offerings to identify potential investment strategies that meet portfolio objectives.
Bachelor’s Degree in a quantitative discipline such as, Finance, Economics, Computer Science, Math, Physics, Engineering or a related field.
Working knowledge of Python, R, Java (or other programming languages), with a good understanding of object-oriented programming and/or functional programing.
Implements reporting schedules to satisfy the asset class reporting obligations in a timely manner.
Performs research and analysis on investment strategies to provide senior Investments staff with a current view of the investment universe.
Associate, Institutional Product Development - Alternatives
By BlackRock At New York, NY, United States
5+ years of investment management industry experience
Knowledge and understanding of investment management products and asset classes, particularly Private Funds
Familiarity with distribution channels, portfolio management concepts, product development, open-end private fund structuring, and/or product tax is preferred
Effective communication and presentation skills
Drive the success of BlackRock’s Alternative products launched in the US by managing new product development and product lifecycle events
Identify, evaluate and tackle potential obstacles and risks
Associate Platform Consultant Jobs
By Yext At New York, NY, United States
Self-directed worker with outstanding time management skills
Configure the Yext environment (Knowledge Graph, Pages, etc.) to meet customer requirements
Manage & prioritize multiple inbound client configuration or data management requests and drive to completion
BA/BS degree in any subject area, or similar college level education or work experience preferred but not required
Work directly with the customer to identify goals and requirements for assigned projects
Create business requirements documents outlining client business rules, requirements, and customizations and ensure accurate configuration of the platform
Nuveen Wealth Alternatives Marketing Senior Associate
By Nuveen, a TIAA company At New York, NY, United States
Organizes project teams, assigning individual responsibilities, developing project schedules and determining resource requirements associated with marketing products and media channels.
Monitors the status of marketing projects, including cost, timing and staffing for each product and service.
Ensures adherence to internal and external quality standards and marketing and branding guidelines.
Analyzes status of projects as well as identifies and resolves obstacles to completing projects on time and to budget.
2+ Years Required; 3+ Years Preferred
Ability to communicate effectively in writing as appropriate for the needs of the audience.
Investment Analyst, Alternatives Jobs
By FM Global At Boston, MA, United States
1-3 years of related work experience (investment banking, private equity/venture capital, investment management, or consulting experience preferred).
Leveraging knowledge from investment markets and relationships for measuring insurable risk for private equity owned businesses/properties.
Attend and lead research meetings, involving formal written recommendations and presentations on managers and strategies.
Attend and document quarterly due diligence calls and semi-annual meetings with various investment managers.
Work closely with senior investments lead and fund managers on ad-hoc research projects.
Research, financial modeling, analytical and valuation skills.
Platform Operations - Analyst / Associate
By iCapital At Greater Birmingham, Alabama Area, United States
Able to handle multiple tasks and prioritize assignments with excellent time management skills 
Manage the capabilities and functionality available to platform users.
Onboard Wealth Managers and financial professionals to the platform.
Collaborate with our sales team to deliver a seamless experience to our clients.
Maintain and update the available suite of educational resources and training.
Knowledge of financial products – alternatives, structured investments, annuities preferred
Analyst - Alternatives Investment Risk
By abrdn At , New York, Ny $75,000 - $90,000 a year
Gain and apply technical knowledge and skills to enhance and support the risk management and research process
Perform ad-hock projects and analysis within our various risk and portfolio management systems
Detailed management of task queue and email organization
Knowledge of hedge fund strategies and investment risks associated across asset classes
Excellent communication and interpersonal skills to partner with the investment research team, existing clients, and external vendors
Advanced level spreadsheet and database skills
Finance Manager - Alternatives
By Deutsche Bank At New York, NY, United States
Experience with P&L production and P&L driver analyses, preferably in the Alternative Asset Management industry
3-6 years of relevant experience working within a role that requires analyses at a micro and macro level
Knowledge of private investment vehicles would be a strong plus
Effective storyboarding skills and ability to crystallize problems and summarize key issues and challenges
A range of flexible benefits including Retail Discounts, Commuter Discounts and Gym benefits
Consolidate financial data to build the quarterly Illiquid Investments business forecast and present to business leaders
Analyst, Alternatives Manager Research
By Wilshire At Santa Monica, CA, United States
Analytical skills (both quantitative and qualitative); internship in investment banking, management consulting or financial services firm is a plus
Contributing member of the Alternatives Manager Research team, with responsibilities throughout the investment process
0-2 years of experience, preferably in finance
Bachelor’s degree in Economics, Business, Finance or related field
Outstanding written and oral communication skills
Help maintain the research database
Sales And Client Development Analyst -- Atlanta -- Platform Solutions
By Goldman Sachs At , Atlanta, 30326, Ga
Transaction Banking , a cash management and payments platform for clients building a corporate treasury system
Merchant Point-of-Sale Lending , a platform that provides custom credit financing for home improvement merchants to offer directly to their customers
ETF Accelerator , a platform for clients to launch, list and manage exchange-traded funds
Minimum of 1-year successful sales experience, preferably in a consultative, phone-based sales role
Salesforce, MS Office Suite, and PC technical skills required
Experience using dialing/cadence software such as Outreach or SalesLoft preferred

Are you looking for an exciting opportunity to join a dynamic and innovative team? We are looking for a Client Platform Associate to join our team and help us create the best customer experience possible. You will be responsible for providing technical support to our clients, troubleshooting platform issues, and developing new features and functionality. If you have a passion for technology and a drive to make a difference, this is the perfect job for you!

Overview The Alternatives Client Platform Associate is responsible for providing client service and support for alternative investments. This includes providing clients with information about the products and services offered by the firm, as well as helping them to make informed decisions about their investments. The Alternatives Client Platform Associate is also responsible for managing client relationships, ensuring that clients receive the best possible service and support. Detailed Job Description The Alternatives Client Platform Associate is responsible for providing clients with information about the products and services offered by the firm. This includes researching and analyzing alternative investments, providing clients with detailed information about the products and services, and helping them to make informed decisions about their investments. The Alternatives Client Platform Associate is also responsible for managing client relationships, ensuring that clients receive the best possible service and support. The Alternatives Client Platform Associate is also responsible for developing and maintaining relationships with external partners, such as brokers, advisors, and other financial institutions. The Alternatives Client Platform Associate is responsible for ensuring that clients receive the best possible service and support from these external partners. Job Skills Required
• Excellent communication and interpersonal skills
• Ability to research and analyze alternative investments
• Knowledge of financial markets and products
• Ability to develop and maintain relationships with external partners
• Ability to manage client relationships
• Ability to provide clients with detailed information about products and services
• Ability to make informed decisions about investments
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• At least two years of experience in the financial services industry
• Knowledge of financial markets and products
• Proficiency in Microsoft Office Suite
• Ability to work independently and as part of a team
Job Knowledge
• Knowledge of financial markets and products
• Knowledge of alternative investments
• Knowledge of financial regulations and compliance
• Knowledge of client service and support
Job Experience
• At least two years of experience in the financial services industry
• Experience in client service and support
• Experience in developing and maintaining relationships with external partners
Job Responsibilities
• Research and analyze alternative investments
• Provide clients with detailed information about products and services
• Help clients make informed decisions about their investments
• Manage client relationships
• Develop and maintain relationships with external partners
• Ensure that clients receive the best possible service and support