What are the responsibilities and job description for the Alternative Investments - Lead Settlement Specialist position at Computershare?
Lead Settlement Specialist
Location: Louisville, KY – Hybrid (3 days onsite)
In this position, you’ll be based in the Louisville office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at computershare.com/flex.
We give you a world of potential
Are you looking for a role where precision, problem‑solving, and collaboration come together to deliver exceptional outcomes? You’ll be joining our Alternative Investments team within our Issuer Services business—an area that manages high‑value shareholder investment activity for wealth management clients, brokers, and issuer partners.
Alternative Investments is a specialized operations team that supports capital raising requests and investment commitments from high‑net‑worth individuals. As a Lead Settlement Specialist, you’ll play a vital part in ensuring accurate, timely up-front and trailing commission processing and high‑quality reporting that supports our clients, advisors, and internal operations.
At Computershare, we pride ourselves on our caring, down‑to‑earth culture—something we call Being Purple. It means being genuine, doing the right thing, celebrating achievements, and working together to move the business forward. Here, you’ll find opportunities to grow, innovate, and contribute to a global team with a pioneering spirit.
A role you will love
In this role, you’ll be the go‑to expert for end‑to‑end commission processing within the Alternative Investments team. You’ll ensure the accurate calculation of upfront and trailing commissions, ensuring the commissions are paid to the correct selling firm and advisor, validate calculations data against fund agreements, and prepare all required wire transfers to selling firms and financial advisors. This is a new function within the team and the individual will play an important role, in self-gaining the knowledge of the process and responsibilities, develop and implement processes and procedures, writing of DOPs.
You’ll be working with complex, high‑value investment transactions, requiring strong attention to detail and a high level of precision. You’ll also act as a key liaison for brokers, financial advisors, issuer clients, and internal teams, contributing to a seamless, transparent commission experience.
A typical day could include:
- Reviewing fund documentation to confirm commission structures
- Calculating and verifying complex commission amounts
- Preparing and reconciling payment wires
- Investigating discrepancies or out‑of‑balance situations
- Supporting junior team members as subject matter expert
- Identifying and recommending process improvements
- Partnering with internal and external stakeholders to ensure high‑quality service delivery
If you're someone who thrives in a deadline‑driven environment and enjoys being the person others rely on for accuracy and insight, this role will be a great fit.
What will you bring to the role?
We’re looking for someone who brings both technical accuracy and strong stakeholder communication. To be successful, you’ll have:
Essential Skills
- Strong knowledge of financial services operations (alternative investments or capital markets preferred)
- Advanced Excel proficiency and confidence with complex financial calculations
- Excellent attention to detail and organization
- Excellent writing skills for DOP preperation
- Ability to meet strict deadlines and manage time-sensitive tasks
- Strong communication skills when working with brokers, advisors, issuers, and internal teams
- Experience preparing wire transfers and/or working with financial reporting tools
Preferred
- Experience using the Depository Trust Company’s Participant Terminal System (PTS)
- Prior experience with settlements or commission processing
- Familiarity with continuous improvement or operational optimization initiatives
Rewards designed for you
Paid parental leave, flexible working and a caring and inclusive culture
Health and wellbeing rewards that can be tailored to support you and your family, including paid time off, observed holidays, medical, dental and vision plans
Invest in your future with 401k matching, setting aside salary to purchase shares in our company and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter
Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance
And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub