Private Wealth Operations Analyst
Private Wealth Operations Analyst
A top hedge fund in Boston ($12 bil AUM) is looking to bring on a new Investment Operations Analyst (Private Wealth) to their team. You will be responsible for all operations related to financial reports and data related to partner investments.
Responsibilities:
- Prepare cash flow and net worth financial statements for partners (HNW individuals)
- Reconciliations of bank account statements
- Support accounting system setups
- Record investment activity
Qualifications:
- Bachelor's degree
- 2+ years of experience in investment accounting, investment operations, or other relevant experience
- Experience working with HNW individuals
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