Alternatives Associate

Focus Partners Wealth(13 days ago)

HybridFull TimeJunior$82,000 - $92,000Wealth Management

About this role

Focus Partners Wealth is seeking an Alternatives Associate to work closely with its Wealth Management Team, assisting with the administration and operational processes of alternative investments. The role involves preparing documentation, ensuring compliance, and supporting client relationships in a dynamic environment.

View Original Listing

Required Skills

KYC
AML
Private Equity
Hedge Funds
Real Estate
Investment Documentation
Client Relations
Fund Processes
Financial Analysis
CRM

About Focus Partners Wealth

focuspartners.com

Focus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.

View more jobs at Focus Partners Wealth →