Demo

Alternative Investment/Operations Associate

Moody
Houston, TX Full Time
POSTED ON 3/2/2025
AVAILABLE BEFORE 5/26/2025

Early Career Position | Full-Time | On-site

At Moody National , we're about creating exceptional experiences for both our clients and our associates. Our goal is to provide opportunities for our diverse employee population to develop and grow careers in a team-oriented environment focused on the full Commercial Real Estate life cycle .

Every Moody National associate, at every level, is an integral part of an established culture built on integrity and trust . Our associates drive this culture, and we want you to be a part of it!

About the Role

We are seeking a highly motivated Alternative Investment Associate to support our sales and operations teams. This role is ideal for a proactive, detail-oriented professional looking to start their career in alternative investments.

What You'll Do :

  • Coordinate meetings, client events, and webinars for External Wholesalers
  • Maintain, update, and monitor contact records within Salesforce and SS&C Transfer Agent systems
  • Provide data, reports, and guides to assist the sales team
  • Respond to investor inquiries via phone and email, using a provided FAQ script
  • Assist with simple sales activity analyses and reporting
  • Proactively manage the closing process alongside Investor Services
  • Ensure a seamless and efficient sales process through strong collaboration with the sales team

What We're Looking For :

  • Attributes : Smart, driven, flexible, detail-oriented, personable, and calm under pressure
  • Strong customer service skills and ability to interact professionally with investors
  • A self-starter who takes initiative and thrives in a fast-paced environment
  • A proactive approach to problem-solving and process improvement
  • A strong desire to learn and grow in the alternative investment industry
  • Why Join Moody?

    We offer a fun work environment, growth opportunities, and an attractive compensation package , including :

    Competitive base salary

    Incentive pay opportunities

    Comprehensive employee benefits

    Generous paid time off

    401(k) with employer match

    At Moody National , we are proud to be an Equal Opportunity Employer . Due to the high volume of interest, we may not be able to respond to every resume submitted. However, if your qualifications align with the role, we will reach out to begin the interview process.

    Ready to grow your career with us? Apply today!

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