Associate, Client Operations
SCS Financial(1 month ago)
About this role
The Associate, Client Operations at SCS Financial sits within the Operations & Analytics team and supports the firm’s work with ultra-high-net-worth clients by ensuring high-quality integration of alternative investment data across systems and stakeholders. The role is positioned to develop expertise in alternative fund operations and portfolio accounting while collaborating cross-functionally to enhance workflows and technology. The position operates on a hybrid schedule with three days required in office per week.
Required Skills
- Alternative Investments
- Data Management
- Performance Measurement
- Reporting
- Client Onboarding
- Portfolio Accounting
- Fund Operations
- Cashflow Review
- Valuation
- Vendor Management
+7 more
Qualifications
- Bachelor's Degree
About SCS Financial
scsfinancial.comSCS Financial is an investment and wealth management firm offering personalized, consultative financial planning and investment management. With offices in Boston, New York, California and Rhode Island, the firm helps clients develop tailored strategies for retirement, wealth preservation, and portfolio management. SCS emphasizes an ongoing, relationship-driven approach to managing clients’ financial lives.
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