Participate in various product review and technology/platform committees acting as a SME for the products Responsible for the maintenance of policies and procedures by identifying opportunities to enhance controls and mitigate risks as well as interacting with internal audit and product risk Work with the Alternative Investment Sales Desks and the Investor Relations team on FA inquiries related to product availability, platform related issues and product information Strong interest in alternative investments, prior knowledge and experience a plus Excellent analytical skills, strong attention to detail and proactive mindset Must be proficient in Word, PowerPoint, and Excel (functions, formulas, and macros) Prior experience managing strategic initiatives and experience in alternative investment products a plus Strong judgment in prioritizing, evaluating, and sharing information as appropriate, and determining issues requiring escalation Ability to work independently, often on multiple assignments concurrently, while adhering to deadlines and the group's standards Strong interpersonal, collaborative and team skills including ability to work with third party investment managers Series 7 a plus Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
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