Operations Associate - Alternative Investments - Stifel

Why Stifel:

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

 

Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing:

The Alternative Investment Operations Associate is responsible for aiding in driving departmental results by reviewing documents to be submitted in good order to Alternative Investment Fund Companies under direct supervision. This position requires the ability to gain a sound understanding of department subject matter including Fund Subscription, Redemption and Transfer document requirements while serving as liaison to internal and external stakeholders. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.

What We're Looking For:

• Accuratley review and process Alternative Investment documents and perform job duties as provided by leadership while adhering to departmental procedures and guidelines. 
• Proficient review and processing of subscriptions, redemptions and transfers in all systems used for the alternative invetment platforms. 
• Indentify potential problems or issues and escalate to department leadership if necessary. 
• Develop effective communication skills within the department around the multiple facets of the alternative investment transaction processes.
• Provide timely updates on progression of job responsibilities to leadership. 
• Demonstrates the ability to work collaboratively within a team. 

What You'll Bring:

• Ability to attain a general understanding of industry rules/regulations and Stifel policies that pertain to the department.
• Strong attention to detail to minimize risk to the firm.
• Initiative and self-direction when performing tasks with the ability to organize and prioritize effectively in order to meet deadlines.
• Able to handle large workloads that vary based on heavy volume periods.
• Ability to work autonomously throughout the day based on performance criteria provided by leadership.

Education & Experience:

• Minimum Required: Associate’s Degree or equivalent combination of education and experience.
• Minimum Required: 0-2 years of professional business related experience.

Systems & Technology:

• Proficient in Microsoft 365.

About Stifel:

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

 

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success.

 

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

 

Stifel is an Equal Opportunity Employer.