Private Investment Operations Specialist

Location

Stamford, CT | United States

Job description

Company Overview

Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the United States, Western Europe, and Latin America. We are expanding rapidly with new clients and offerings, and as such are staffing to meet the need. Our firm is at the intersection of finance and technology. 

There's a difference between being a part of an industry and taking an active roll in reimagining it. Our team is fundamentally changing one of the world's largest growing industries—financial reporting. Other companies may offer similar services, but we have no true competition. To learn more about the benefits of working for Mirador, please visit our website ( 

Summary of Position

The Private Investment Operations Specialist will partner with wealth managers to execute on day-to-day investment operation-related responsibilities including but not limited to hedge funds, private equity funds, and real estate funds. The Specialist will liaise with numerous stakeholders, including financial advisors, legal team, client services team in addition to external parties such as investment managers, administrators, and custodians to ensure our clients receive timely, high-quality, and compliant documentation and service execution.

Key Duties & Responsibilities

• Prepare and execute applicable investment documentation. This includes but is not limited to subscription documents, redemption notices, investment agreements, side letters, and transfer agreements
• Liaise with investment managers, administrators, wealth managers, and custodians regarding private investment tasks and related inquiries
• Gather and maintain client information for the completion of subscription documents
• Coordinate with wealth managers and clients for document review and signature
• Support capital calls and capital distributions of private investments
• Review and analyze documents and key provisions related to private investments to understand the terms and conditions
• Document policies and procedures and monitor to ensure compliance
• Design and implement process improvement and leverage technology to drive efficiency

• Complete ad hoc private investment related tasks as needed

Skills & Experience

• 0-5 years of client service or relevant financial industry experience preferred
• Excellent client relation skills and the ability to foster and maintain exceptional client service
• Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
• Knowledge of Wealth Management's products, policies, and practices
• High attention to detail and accuracy while maintaining an organized approach to duties and responsibilities
• Devotion to collaboration and ability to thrive in a team environment while working independently
• Must be proactive in assessing and acting upon client and company needs
• Ability to evaluate, manage, and resolve unexpected and complex situations
• High degree of flexibility and professionalism in a demanding, expanding and a fast-paced environment
• Excellent communication skills, both verbal and written
• Comfortable with learning and leveraging new technologies to drive efficiency and scalability

Mirador is committed to a diverse and inclusive workplace. Mirador is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. By submitting an application for this position, I confirm that the information in the application and on my resume is accurate.

Job tags

Salary