Asset Management Operations Associate

Title: Asset Management Operations Associate

Duration: 6+ Months

Location: Wacker Drive, Chicago, IL

Job Summary

The Planet Group is seeking a highly motivated and detail-oriented candidate to join our Alternative Investment Client Services Administrator Oversight team. In this capacity, you will work closely with our fund administrators and portfolio managers and coordinate service-related strategies with the goal of providing optimal client experience.

Key Responsibilities:

• Oversee investor transactions in private equity or hedge fund vehicles to ensure accurate trade-flow reporting to portfolio managers


• Evaluate trade waivers and correction requests from sales teams


• Oversee the facilitation of investor trade settlement


• Assist in oversight of vendor relationships (e.g. fund administrators, transfer agents)


• Oversee and coordinate resolution of product servicing issues and errors


• Implement process improvements/enhancements


• Improve internal controls over accounting and operational processes


• Improve collection, dissemination and maintenance of product data attributes


• Lead ad hoc projects within the Shareholder Services group

Basic Qualifications:

• Bachelor’s degree


• Detail-oriented


• Ability to work effectively in a fast-paced environment and think clearly under pressure


• Strong organizational/multi-tasking skills


• Leadership - Exchanges information with appropriate people to complete work


• Problem Solving - Solves difficult problems with effective solutions; asks good questions and probes for answers; looks beyond the obvious and does not stop at the first answers


• Self-Development - Ability to recognize personal skills, abilities, limitations and strengths


• Strong Team Player - Creates strong morale and spirit in his/her team; shares wins and successes. Fosters the feeling of belonging in the team


• Proven ability to multi-task and prioritize team responsibilities accordingly


• Strong communication and interpersonal skills


• 1-3 years financial services experience


• Knowledgeable about the alternative investment industry