Junior, Wealth Solutions Operations
New York, New York County, New York, 10261, USA
Listed on 2026-01-13
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Finance & Banking
Financial Analyst, Risk Manager/Analyst, Financial Consultant, Financial Compliance
Permanent - Full time, Junior, Mid-level
Asset Management, Funds / Banking Administration
An excellent opportunity has opened within our Wealth Solutions Operations team to partner with the finance, compliance, legal, and fund administration teams to deliver client-focused solutions. As part of a growing team that oversees the finance and accounting supporting the creation, distribution, and servicing of Alternative Investment products, you will work closely with colleagues to ensure both the team and business are set up for long-term success.
While Macquarie offers hybrid working for many of our roles, this role does require 3 days a week in our office location.
At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You’ll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.
What role will you play?As an Executive, you will be an important part of the team supporting the delivery of core finance and operations functions for MAM’s alternative investment strategies with distribution through Global Wealth Management firms, U.S. brokerage firms and Registered Investment Advisors. Responsibilities include implementing and uplifting standard operating procedures for funds and oversight of fund administrators and fund transfer agents. You will work closely with internal and external stakeholders to ensure fund and client requirements are met.
The role involves assisting with risk assessment, ensuring compliance with laws and regulations, and managing reputational risk through ethical judgment and adherence to policies, including supporting SEC filings and reporting control issues.
Salary range for this position: $85,000 - $120,000/Year. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, peer and market data, prior performance, business sector, and geographic location. You may also be eligible for an annual discretionary incentive compensation award. You can further read about the full spectrum of benefits we offer our people listed below.
Whatyou offer
- Bachelor’s degree (or equivalent) and 3+ years in Investments/Alternatives operations required.
- Strong analytical skills with understanding of business context and financial regulations.
- Excellent communication skills to drive projects and support change within the team and division.
- Highly motivated, able to work independently, and consistently apply diligence and care.
- Proactive in managing priorities and fostering a culture of improvement and strong controls. Demonstrable experience working on automation and / or digitalization efforts.
We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.
What we offerAt Macquarie, you’re empowered to shape a career that’s rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include:
- 1 wellbeing leave day per year and a minimum of 25 days of annual leave
- 20 weeks’ paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks’ paid leave for secondary caregivers
- 2 days of paid volunteer leave and donation matching
- Benefits and initiatives to support your physical, mental and financial wellbeing such as medical, prescription drug, dental, and vision insurance; health savings account and dependent day care savings account; life insurance, disability, and other insurance plans; 401(k) and short/long term disability
- Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services
- Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
- Recognition and service awards
- Hybrid and flexible working arrangements, dependent on role
- Reimbursement for work from home equipment
Macquarie…
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