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Senior Operations Analyst, Alternative Investments
2 months ago
In this role, you will operate with considerable independence, leveraging your extensive expertise acquired through education and experience to support all approved alternative investment products within the Raymond James RCS division. This encompasses the entire product lifecycle, from onboarding new offerings to ongoing investment servicing and, when necessary, the termination of investment support. You will collaborate closely with the Alternative Investments Group ("AIG") Operations team, Raymond James Financial Advisors, and senior leadership across various departments to enhance operational efficiency and mitigate risks.
Key Responsibilities:
• Utilize your background in operations leadership from hedge funds, private equity, custodians, or administrators to manage the operational framework of alternative investment funds on a leading investment platform.
• Provide in-depth knowledge of alternative investments to ensure operational processes align with industry best practices.
• Oversee AIG operations for RCS' alternative investment offerings, collaborating with multiple departments to support all operational aspects of the platform.
• Address inquiries from stakeholders, utilizing your expertise in alternative investment products.
• Mentor team members engaged in operational support roles.
• Network with operational due diligence contacts to benchmark the Raymond James platform against industry standards.
• Evaluate existing operational frameworks at funds on the AIG platform, comparing them to industry benchmarks and providing management with written recommendations for enhancements.
• Leverage your knowledge of database design and data structures to lead initiatives aimed at improving the efficiency of technology and business processes.
• Reconcile client investments with fund sponsors, generate trade confirmations, update client statements, and manage account performance details.
- Oversee suspense account and accrual reconciliations.
• Collaborate with IT professionals to implement process improvements and risk mitigation strategies.
• Perform additional duties as assigned.
Qualifications:
Knowledge, Skills, and Abilities:
Knowledge of:
• Proficiency in MS Office applications, particularly advanced Excel and Access.
• Comprehensive understanding of industry practices, critical thinking, and exceptional communication skills.
• Concepts and principles relevant to the functional area.
• Investment practices and procedures within the securities industry.
• Fundamental banking and finance principles, as well as securities operations.
• Financial markets and products.
• General and Limited Partnership Accounting Principles.
• FINRA and SEC regulations regarding investor accreditation standards.
• Operational standards at hedge funds, private equity funds, or alternative investment departments.
• Accounting and reporting processes, including cash management and NAV analysis.
Skill in:
• Preparing and reviewing operational controls.
• Interpreting and applying relevant policies and procedures.
• Establishing operational objectives and developing efficient workflows.
• Compiling management reports and assessing third-party vendor relationships for control weaknesses.
• Facilitating effective coordination among various workgroups.
• Identifying trends and implementing corrective actions.
• Establishing control mechanisms and executing process improvement initiatives.
• Utilizing standard office equipment and software applications effectively.
Ability to:
• Apply basic database and technology concepts to enhance business processes.
• Stay current in your area of responsibility.
• Collaborate with other functional areas to achieve objectives.
• Access compliance procedures and regulatory reporting.
• Demonstrate competence with respected industry fund partners.
• Conduct meetings that address diverse viewpoints and issues.
• Analyze audited financial statements to assess risk.
• Interpret complex legal documents related to investments.
• Integrate diverse business unit perspectives into operational processes.
• Gather and analyze information to inform operations.
• Inspire and motivate others to achieve desired outcomes.
• Manage multiple priorities in a dynamic environment.
• Communicate effectively with management and industry partners.
• Work both independently and collaboratively within a team.
• Lead efforts to provide exceptional customer service.
• Build and maintain effective relationships across the organization.
Educational/Experience Requirements:
Bachelor's Degree in Business Administration with a minimum of five years of experience in an alternative fund or related investment department, or an equivalent combination of education and experience.
Licenses/Certifications:
• SIE required unless exempt.
• Series 7 required, with Series 99 preferred or the ability to obtain within one year.
• CAIA certification preferred.
Raymond James Guiding Behaviors:
At Raymond James, our associates embody five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to uphold our core values of client-first, integrity, independence, and a long-term perspective. We expect our associates to:
• Foster professional growth and inspire others.
• Collaborate effectively to achieve outcomes.
• Make informed decisions with the client in mind.
• Take ownership and accountability for impactful results.
• Contribute to the ongoing evolution of the firm.
