Client Service & Operations Summer Analyst

Overview

AlTi Tiedemann Global ("AlTi") is a NASDAQ listed global wealth manager. The firm manages or advises on approximately $76 billion in assets and has a network of c.400 professionals across three continents. Our work ranges from helping clients leave a lasting legacy or create meaningful impact to structuring estates or investing in compelling alternatives. We offer a connected ecosystem of advice, solutions and investment opportunities from across our global network.

We are a collaborative, entrepreneurial firm with a growing global presence and offices in 20 major financial centers.

We are looking for talented individuals to join our team. If you share our passion for ideas and commitment to excellence, we want you to join us.

AlTi is looking for a Summer Analyst to join our team in our Wilmington office. This position will be structured as an 8-week program within our Client Operations Department, with four weeks with the Client Service Team and four weeks with the Operations Team. As a Summer Analyst, this person will gain exposure to servicing our Ultra High Net Worth (UHNW) clients in a variety of capacities.

This role is a gateway to long-term career development and continued growth opportunities at our firm.

• Partner with assigned Client Service and Operations Teams to service the Firm’s UHNW clients
• Prepare new account paperwork, contracts, and subscription agreements
• Facilitate the opening and closing of accounts including SMAs and brokerage
• Manage cash and security movements including deposits, withdrawals, gifting, wires, and journals
• Ensure client data is updated in CRM and custodian systems
• Reconcile cash and security transfers, and new investment activity
• Perform analysis on missing data and remediate as necessary

• Bachelor’s degree – Finance, Business, Operations, or Engineering Preferred
• High attention to detail with the ability to work within a collaborative, fast paced team environment
• Strong time management and organization skills required
• Motivated with a desire to learn and grow professionally
• Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and Power Point

Please note, a cover letter is required to be consisered for this position.

Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.

Wilmington, DE, United States of America

Client Operations

Seasonal

Full time

Hybrid

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