Operations Associate - Alternative Investments

Description Our client, a Century City based wealth management firm, is looking for an Operations Associate to join their team immediately. For the right candidate, this could lead to a full-time position. This firm has a track record of promoting people from within and offers hybrid flexibility (three days on site). This role is crucial in the investment transactions process from initiation to finalization. The chosen candidate will play a key role in performing administrative duties that support our team in daily business practices within the financial industry.Responsibilities: Playing an integral role in investment transactions from start to finish Preparing subscription documents and processing and tracking wires Handling prospect and client communications and managing the client and prospective investor database Managing the finances of our funds Overseeing our data room and facilitating nondisclosure agreements Assisting in fund or entity formation documents and with audit and related audit confirmations Assisting with special projects, such as business development, investor relations, and preparing marketing materials on an as-needed basis Communicating with our third-party service providers Reviewing agreements and other documents associated with potential investments and coordinating with our legal and compliance teams Updating and maintaining capital tables and assisting with investor distributions.Skills: Proficiency in Concur, Microsoft Excel, Microsoft Office Suites, Microsoft Outlook, Microsoft Word Excellent at Calendar Management, Correspondence, C-Suite, and Documentation Ability to prioritize workload and shift attention among quickly changing priorities Excellent communication, presentation, time-management, and organizational skills Ability to work efficiently on multiple transactions at once under tight deadlines Professional demeanor, strong work ethic, and the ability to work independently as well as in a team setting.Experience with Orion and DocuSign, strongly desired. Requirements Proficiency in Microsoft Office Suites, including Microsoft Excel, Microsoft Outlook, and Microsoft Word Familiarity with Concur for managing expenses and reports Experience in Calendar Management, Correspondence, and other administrative tasks Ability to assist at the C-Suite level, handling sensitive information and high-level tasks Exceptional skills in creating, maintaining, and managing Documentation Knowledge of About Time software for efficient time tracking and scheduling Strong organizational and multitasking skills, with the ability to prioritize tasks Excellent communication and interpersonal skills High attention to detail and problem-solving skills Ability to work independently and in a team environment Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .