Job Title: Alternative Investment Administrator Oversight Analyst
Type: Temp
Start Date: asap
End Date: one year
Location: Chicago IL

NOTES FROM CLIENT
Summarizing our discussion:
-    You are looking for two individuals as per the specifics in the table above.
-    The administrator oversight team is well established, with the most recent hire made about 1.5 years ago and the most tenured member of the team is 5 years in service.
-    The team is venturing into a new area and looking to create a new sub-group.
-    An existing member of the team will be leading the sub-group and requires the support of two individuals, i.e. the roles that you are hiring for.
-    Usually, your team would sit between the PWM team (who manage PWM investors) and the Asset Management Division portfolio team. Where this is different is that now your team will be sitting between the PWM team and an external fund manager. Your team will act as a conduit to allow PWM Investors (via PWM), to invest in funds managed by the external fund manager.
-    The day to day activities of the role will include:
o    Account opening
o    Dealing with queries relating to trade activity
o    Dealing with issues with statements and confirms
o    Facilitation of conversations between the GS sales team on the PWM side and the external fund manager.

PRIMARY RESPONSIBILITIES

• Oversee investor transactions in private equity or hedge fund vehicles to ensure accurate trade-flow reporting to portfolio managers

• Evaluate trade waiver and correction requests from sales teams

• Oversee the facilitation of investor trade settlement

• Assist in oversight of vendor relationships (e.g. fund administrators, transfer agents)

• Oversee and coordinate resolution of product servicing issues and errors

• Implement process improvements/enhancements

• Improve internal controls over accounting and operational processes

• Improve collection, dissemination and maintenance of product data attributes

• Lead ad hoc projects within the Shareholder Services group

Basic Qualifications

• Bachelor’s degree
• Detail-oriented
• Ability to work effectively in a fast-paced environment and think clearly under pressure
• Strong organizational/multi-tasking skills
• Leadership - Exchanges information with appropriate people to complete work
• Problem Solving - Solves difficult problems with effective solutions; asks good questions and probes for answers; looks beyond the obvious and does not stop at the first answers
• Self-Development - Ability to recognize personal skills, abilities, limitations and strengths
• Strong Team Player - Creates strong morale and spirit in his/her team; shares wins and successes. Fosters the feeling of belonging in the team
• Proven ability to multi-task and prioritize team responsibilities accordingly
• Strong communication and interpersonal skills??????

Preferred Qualifications

• 1-3 years financial services experience
• Knowledgeable about the alternative investment industry