Alternative Investments Operations Analyst

Alternative Investments Operations Analyst

Apply for the Alternative Investments Operations Analyst role at Raymond James.

Responsible for implementing processes and infrastructure to ensure high‑quality product delivery and timely operations. May involve applying basic technological concepts (e.g., data structures, database design) in collaboration with IT to support process improvement, risk mitigation, and due diligence. Responsibilities include gathering information, analyzing operational risk performance, identifying opportunities, and recommending improvements for product offerings.

• Interact with Financial Advisors, senior leadership, and fund partners to troubleshoot service issues including new investments, commission payments, pricing, client statements, and redemptions.
• Learn and employ basic technological concepts (e.g., data structures and database design) to work with IT on process improvement and risk mitigation projects.
• Help run the operational infrastructure of proprietary hedge funds and private equity funds, and support operational due diligence on platform funds.
• Engage Financial Advisors, fund sponsors, and home office departments to support all operational aspects of the Alternative Investment platform.
• Submit client investments to fund sponsors, conduct suitability reviews on purchases, generate trade confirms, update positions and valuations on client statements, pay advisor commissions, process redemptions, and maintain account performance details.
• Collaborate with fund sponsors to improve advisor and client experience.
• Evaluate opportunities to create efficiencies.
• Assist with complex research and investigations; prepare analyses.
• Orient and train new team members.
• Perform other duties as assigned.

• Basic office practices, procedures, and methods
• Basic accounting concepts
• Operations in hedge funds, private equity firms, institutional consultants, or broker dealers
• Client disclosure concepts and client confirms
• All MS Office applications, including advanced Excel functions such as pivot tables and formulas
• SEC rules defining client accreditation standards
• Basic database and technology concepts
• Increasing effectiveness and efficiency of business processes through technology
• Key internal and/or external contacts for assistance or expertise
• FINRA and SEC rules

• Organization and time management to prioritize workload, handle multiple tasks, and meet deadlines
• Project management
• Effective communication, both verbally and in writing, with detail and precision
• Critical thinking and problem solving with limited supervisory guidance
• Operating standard office equipment and using required software to produce correspondence, electronic communication, and maintain spreadsheets and databases

• Build solid, effective working relationships with others.
• Collaborate with IT to design, test, and implement projects.
• Coach others in the development of their skills.
• Execute instructions and request clarification when necessary.
• Provide courteous, timely service when addressing customer questions and concerns.
• Speak clearly and concisely.
• Convey information clearly and effectively through both formal and informal documents.
• Constructively work under stress and pressure when faced with high workloads and deadlines.
• Plan, organize, and coordinate work assignments.
• Promote team cohesiveness, cooperation, and effectiveness.
• Pay close attention to detail.
• Perform all functions with limited supervisory support and with a high level of accuracy.
• Multi‑task, work in teams, self‑motivate/​take initiative, innovate, work independently, adapt, accept and lead change, meet deadlines.

• Bachelor’s Degree or equivalent, with a minimum of three years’ experience
• or an equivalent combination of education, experience, and/or training

• SIE required unless exemption or grandfathering applies
• Series 7 or Series 99, or ability to obtain within one year

Bachelor’s degrees in Business Administration, Economics, or Finance.

General

Experience:

7 to 12 months.

Less than 25%.

Hybrid.

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James, our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s core values of client‑first, integrity, independence, and a conservative, long‑term view.

The Company is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs.

Entry level

Full‑time

Management and Manufacturing