The Broker Dealer Operations Specialist plays a central role in delivering world‑class customer and transaction servicing for alternative investment products. The role supports end‑to‑end operations from onboarding through transactions, reconciliation, and servicing requests.
You are
A consummate professional with excellent verbal and written communication skills
Self-motivated and goal-oriented
Patient, empathetic, diligent, and able to work independently in a team environment
You will
Serve as the SME and primary contact for Alternative Investments operational inquiries and daily processing.
Develop an in‑depth understanding of iCapital platform interfaces and order entry within NetX360 to enable seamless fund launches, recurring client activities, and overall book health.
Execute operations deliverables on recurring platforms; manage daily workflows and que...