Location
Greenwich, CT | United States
Job description
Description
The VP of Operations will focus on tactical service delivery for Starwood Capital L.L.C. alternative investment products ensuring a first class operations experience for the firm’s internal and external stakeholders. This “hands on” role will directly support Fund and Broker Dealer operations functions (e.g. trade processing, statements, trade reconciliation, distributions, maintenance items, call center communications, commission payments etc.).
Responsibilities:
- Support the SVP of Operations with all Transfer Agent oversight functions (e.g. calculating and reconciling monthly trades, BD commissions, share repurchase, fund distributions, etc.)
- Build effective, mutually beneficial working relationships with custodians, transfer agents, key broker dealer home offices, and third party vendor contacts
- Utilize Fund, Transfer Agent, Custodian operational knowledge to ensure consistent operations service delivery
- Follow operations securities industry trends, self-learn on knowledge gaps or participate in informal/formal training as necessary
- Effectively balance the benefits of an efficient process with unique client requests
- Support firm, branch, rep trade reconciliation via DST Sales Connect-Salesforce.com ETL data base population process
Competencies:
- Advanced Excel calculation, data organization and formatting skills
- Detail-oriented, “can do” spirit with exceptional follow up and tracking skills
- Thrives on project management, tracking items, taking action, and accomplishing tasks
- Excellent communicator with an ability to simplify and communicate complex operational process
- Proactive and an innovative self-starter
- Strategic mindset with a desire to take on greater levels of responsibility
- Excited by creating, implementing, improving, and following processes
Education/Experience:
- Bachelor Degree required, advanced degree a plus
- Minimum of 6 years’ operations experience working with Funds, FINRA Broker Dealer firms, Custodians, and/or RIAs
- Working knowledge of: Alternatives Products, Illiquid Securities, Reg D offerings, experience with DTCC’s AIP system, DST’s AltServ Platform, Third party Custodians – Fidelity, Charles Schwab, TD Ameritrade, Pershing
- Wirehouse operational experience a plus
- Some experience with call centers and shareholder services a plus
- Existing relationships with DTCC, DST, and/or State Street a plus
- Series 99 licensed a plus, or willingness to become licensed
Job tags
Salary
