ALTERNATIVE INVESTMENTS ASSET REVIEW, SR REPRENTATIVE

ALTERNATIVE INVESTMENTS ASSET REVIEW, SR REPRENTATIVE

Job Overview

Location
Westlake, Ohio
Job Type
Full Time Job
Job ID
129117
Date Posted
1 year ago
Recruiter
Richard Susan
Job Views
194

Job Description

As an Alternative Investment Asset Review, Sr Representative, you will play a unique and central role on a team dedicated to delivering World Class customer and transaction servicing around all aspects of alternative investment processing by vetting requests to support new products against our acceptability guidelines and asset servicing capabilities. OSG supports a leading-edge Alternative Investments platform that offers our customers the ability to represent limited partnerships, non-listed REIT's, fund of funds, registered and privately placed products "above the line." Demand for our service is growing at a significant rate, making this an exciting opportunity.

  • Reviewing Alternative Investment offering documents, Private Placement Memoranda, subscription agreements, and certificate specimens.
  • Determining the asset type and area of processing responsibility.
  • Ensuring assets meet defined acceptability criteria.
  • Working with product sponsors to acquire custody agreements.
  • Building relationships with internal and external business partners, including alternative investment sponsors, our clearing customers, our technology team and other OSG processing and service teams.

The Skills & Experience You Bring

  • Bachelor’s degree preferred (or equivalent experience)
  • Prior experience with the alternative investment product is preferred
  • Prior knowledge of alternative investment products and asset review process
  • Detail oriented, ability to work effectively with minimal supervision
  • Strong analytical and decision-making skills
  • Team player with capability to help maintain a positive work environment
  • Strong analytical and decision-making skills
  • Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes
  • Always deliver quality assistance to our clients
  • Exceptional quality and productivity in current role
  • Ability to handle and resolve complex problems
  • Superior written and verbal communication skills
  • Strong working knowledge of MS Office applications

Job ID: 129117

Similar Jobs

Puma

Full Time Job

Alternative investments asset review, sr reprentative Alternative investments asset review, sr reprentative

YOUR MISSIONThis role is responsible for Sales and Inventories, Product Margins ...

Full Time Job

Beam Suntory

Full Time Job

Alternative investments asset review, sr reprentative Alternative investments asset review, sr reprentative

What makes this a great opportunity?The successful candidate in this position wi...

Full Time Job

Puma

Full Time Job

Alternative investments asset review, sr reprentative Alternative investments asset review, sr reprentative

ResponsibilitiesTrack, manage and validate new system/process implementationSupp...

Full Time Job

Cigna

Full Time Job

Alternative investments asset review, sr reprentative Alternative investments asset review, sr reprentative

The job profile for this position is Financial Analysis Advisor, which is a Band...

Full Time Job

Cookies

This website uses cookies to ensure you get the best experience on our website.

Accept