Raymond James & Associates, Inc., Research Division

Private Markets & Alternatives: Operations Associate

Raymond James & Associates, Inc., Research Division(1 month ago)

HybridFull TimeMedior$65,708 - $88,614 (estimated)Investment Operations
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About this role

Provides operational leadership for a range of private market investment products (private equity, real estate, credit and bespoke opportunities) within a non-discretionary framework at Raymond James. Acts as a subject matter expert on platform regulatory requirements and supports financial advisors and senior leadership across the transaction lifecycle. Partners cross-functionally across IT, legal, compliance and other home office teams to improve platform processes and oversight.

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Required Skills

  • Private Markets
  • Deal Management
  • Project Management
  • Database Management
  • Excel
  • Compliance
  • Due Diligence
  • Process Improvement
  • Reporting
  • Client Service

+2 more

Qualifications

  • Bachelor's Degree (Accounting)
  • Bachelor's Degree (Business Administration)
  • Bachelor's Degree (Data Processing)
  • SIE
  • Series 7
  • Series 99

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