Analyst, Alternative Investments, Operations
2 weeks ago
Analyst, Alternative Investments, Operations & Reporting (CT, Stamford) This role encompasses operations, administration, onboarding and reporting on alternative investments across NewEdge Investment Solutions and supporting our Family Office Group. This role encompasses ensuring smooth onboarding of new advisor teams, streamlined investment execution, and excellent advisor and client experience across the entire investment lifecycle. Location: New York City, NY or Stamford, CT Duties/Responsibilities: Support operational processes for onboarding new advisor teams including transition documentation for funds and custodians Assist in investment process of alternative investments including subscription documents, investor setup, KYC/AML workflows and custodian coordination Track and oversee investment records and resources ensuring accurate posting and reporting across internal reporting systems and alternative investment databases Assist advisors with ongoing maintenance of investments including client updates and redemption Communicate with fund managers, administrators, custodians and internal teams to update information and resolve data or documentation issues Support the development of materials for client reviews Skills & Qualifications: 2-5 years of relevant experience, preferably within private markets, family office, fund of funds or institutional allocator environment Knowledge of private markets including individual asset classes/strategies Strong written and analytical Strong interpersonal and communication skills Excellent organizational skills and attention to detail Proficiency with Excel, PowerPoint and portfolio analytics tools Salary: $100,000 – $150,000 annually, based on experience. #J-18808-Ljbffr
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Alternative Investments Operations
2 weeks ago
Stamford, United States NewEdge Advisors Full timeA financial services firm in Stamford is seeking an Analyst for Alternative Investments focusing on operations, onboarding of advisory teams, and reporting. The candidate should have 2-5 years of relevant experience and knowledge of private markets. Responsibilities include managing investment processes, ensuring accurate reporting, and supporting client...
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Alternative Investments Operations
2 weeks ago
Stamford, United States NewEdge Advisors Full timeA financial services firm in Stamford is seeking an Analyst for Alternative Investments focusing on operations, onboarding of advisory teams, and reporting. The candidate should have 2-5 years of relevant experience and knowledge of private markets. Responsibilities include managing investment processes, ensuring accurate reporting, and supporting client...
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Analyst, Alternative Investments, Operations
2 weeks ago
Stamford, United States NewEdge Advisors Full timeAnalyst, Alternative Investments, Operations & Reporting (CT, Stamford)This role encompasses operations, administration, onboarding and reporting on alternative investments across NewEdge Investment Solutions and supporting our Family Office Group. This role encompasses ensuring smooth onboarding of new advisor teams, streamlined investment execution, and...
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Analyst, Alternative Investments, Operations
3 hours ago
Stamford, Connecticut, United States NewEdge Capital Group LLC Full timeJob Summary:This role encompasses operations, administration, onboarding and reporting on alternative investments across NewEdge Investment Solutions and supporting our Family Office Group. This role encompasses ensuring smooth onboarding of new advisor teams, streamlined investment execution, and excellent advisor and client experience across the entire...
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Analyst, Alternative Investments, Operations
2 weeks ago
Stamford, United States NewEdge Advisors Full timeAnalyst, Alternative Investments, Operations & Reporting (CT, Stamford) This role encompasses operations, administration, onboarding and reporting on alternative investments across NewEdge Investment Solutions and supporting our Family Office Group. This role encompasses ensuring smooth onboarding of new advisor teams, streamlined investment execution, and...
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Analyst, Alternative Investments, Operations
4 days ago
Stamford, United States NewEdge Capital Group Full timeAnalyst, Alternative Investments, Operations & Reporting (CT, Stamford) Article by: NewEdge Capital Group January 8, 2026 Job Summary: This role encompasses operations, administration, onboarding and reporting on alternative investments across NewEdge Investment Solutions and supporting our Family Office Group. This role encompasses ensuring smooth...
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Analyst, Alternative Investments, Operations
5 days ago
Stamford, United States NewEdge Capital Group Full timeAnalyst, Alternative Investments, Operations & Reporting (CT, Stamford) Article by: NewEdge Capital Group January 8, 2026 Job Summary: This role encompasses operations, administration, onboarding and reporting on alternative investments across NewEdge Investment Solutions and supporting our Family Office Group. This role encompasses ensuring smooth...
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Analyst, Alternative Investments, Operations
2 weeks ago
Stamford, United States NewEdge Wealth LLC. Full timeAnalyst, Alternative Investments, Operations & Reporting (CT, Stamford)This role encompasses operations, administration, onboarding and reporting on alternative investments across NewEdge Investment Solutions and supporting our Family Office Group. This role encompasses ensuring smooth onboarding of new advisor teams, streamlined investment execution, and...
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Analyst, Alternative Investments, Operations
2 weeks ago
Stamford, United States NewEdge Wealth LLC. Full timeAnalyst, Alternative Investments, Operations & Reporting (CT, Stamford) This role encompasses operations, administration, onboarding and reporting on alternative investments across NewEdge Investment Solutions and supporting our Family Office Group. This role encompasses ensuring smooth onboarding of new advisor teams, streamlined investment execution, and...
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Analyst, Alternative Investments
2 weeks ago
Stamford, United States NewEdge Advisors Full timeA financial services firm located in Stamford, CT is seeking an Analyst for Alternative Investments to enhance operations, onboarding, and reporting processes. The ideal candidate will have 2-5 years of relevant experience in the private market sector and strong communication skills. Key responsibilities include supporting advisor team transitions,...
