The person in this role supports members of the investment team in performance reporting, advisory platform management, vendor project management, and maintaining due diligence files.

Responsibilities:

• Assist team with onboarding & continuous monitoring of accounts on our vendor platforms 
• Work directly with vendors to resolve any issues related to account management, trading, reporting, billing, etc. 
• Work independently and collaboratively between vendors and across the firm to meet deliverables and ensure a smooth, and effective project implementation
• Collaborate with internal teams such as operations, trading desk, supervisory & compliance on home office initiatives
• Maintain performance reporting across wealth management
• Track documentation and coordination with in-house counsel
• Maintain the internal and external shared databases for investment due diligence.
• Understand and contribute to the team’s investment research processes
• Oversee ongoing monitoring of operational due diligence for alternative investments including reviewing reports and relevant news articles

Qualifications:

• Bachelor’s degree with demonstrated interest in financial services
• 1-2 years of related finance /operations experience
• Advanced Microsoft Power Point, Excel, and Word skills
• Strong written and communication skills as well as strong quantitative, analytical, and problem-solving skills
• Solid ability to communicate and interact effectively with multiple teams 
• Ability to multi-task, work under tight deadlines, and quickly adjust to changing priorities
• Highly motivated with strong attention to detail
• Familiarity with Addepar and Envestnet preferred but not required
• Ability to collaborate across different business units (Support, IT Teams, Jefferies Institutional Platform, etc.) to ensure smooth implementation and integration of new functionality. 
• Successful completion of Series 7 and Series 66 Exams within the time frame provided

The salary range for this role is $85,000 - $105,000.