Capital Onboarding Specialist
3 weeks ago
Company Description
Ballard Global is a boutique private investment firm that offers investors opportunities to maximize tax-deferred growth, protect capital with diversification, and create passive income streams that span generations. Our portfolio of funds is available to accredited investors and offers a diverse range of options that provide stability and growth.
Role Description
This is a full-time, on-site role for a capital onboarding specialist located in Brickell, Miami, FL. The Specialist will be responsible for onboarding and processing capital into our range of private investment funds, ensuring a smooth and efficient investment process. The Specialist will help to build and manage the portal, manage investment documentation, and process payments, ACHs, and bank wires.
Qualifications
- Bachelor's degree in Finance, Business Administration, or a related field.
- At least two years of relevant experience in the private investment field.
- Excellent organizational and communication skills, with the ability to handle multiple tasks and prioritize effectively in a fast-paced environment.
- Strong attention to detail/data and problem-solving skills.
- Experience in investment portals, HubSpot, and/or other CRM platforms.
- Ability to work well in a team and collaborate with other departments to achieve common goals.
- Understanding the private investment industry is a plus.
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Capital Onboarding Specialist
3 weeks ago
Miami, United States Ballard Global Full timeCompany DescriptionBallard Global is a boutique private investment firm that offers investors opportunities to maximize tax-deferred growth, protect capital with diversification, and create passive income streams that span generations. Our portfolio of funds is available to accredited investors and offers a diverse range of options that provide stability and...
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