What are the responsibilities and job description for the Alternative Investments Operations position at Rockefeller Financial?
About Rockefeller Capital Management :
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $133 billion in client assets as of March 31, 2024.
Position :
The Operations Analyst will service Rockefeller Advisor Teams with all operational aspects related to Alternative Investments including Trades processing, Submitting and monitoring transfers, capital calls, reconciliation, and documentation review. Analyst will communicate daily with our internal product team, clearing firm, as well as outside fund sponsors and administrators as necessary.
Responsibilities :
- Review Subscription documents for completion and accuracy before submitting to NFS for execution.
- Liaise with NFS as well as the various fund sponsors regarding administrative issues and account activity.
- Support on-boarding events of PWA teams with the transfer of Alternative Investments, including on-site travel
- Processing of documentation within BPM (Business Process Manager)
- Partner with the technology as well as the product team to continuously enhance systems and processes.
Qualifications :
Skills :
Disclosure :
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, Rockefeller) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (protected characteristics).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
