Alternative Investments & Structured Notes Specialist - Bleakley Financial Group

Job Title: Alternative Investments & Structured Notes Specialist

Bleakley Financial Group

At Bleakley Financial Group, we are committed to empowering our financial advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as the Alternative Investments & Structured Notes Specialist.

Position Overview:

A Private Equity-backed Registered Investment Advisor (RIA) experiencing hyper-growth is seeking a highly organized and detail-oriented Alternative Investments & Structured Notes Specialist to join our growing team. This position will play a crucial role in managing and streamlining operations related to alternative investment products, including private equity, hedge funds, private credit, and structured notes. The ideal candidate will have a strong understanding of investment operations, client service, and the complexities of alternative investments and structured notes.

Key Responsibilities:

• Manage order entry processes for Alternative Investments and Structured Notes, ensuring accuracy and compliance with internal protocols and regulatory requirements.
• Coordinate and manage the operational lifecycle of Alternative Investment products and Structured Products, including subscription processing, capital calls, distributions, redemptions, and K-1s to ensure accurate processing.
• Assist in the reconciliation of investment transactions, ensuring that all positions and balances are accurately reflected in the firm's systems and custodians.
• Serve as a primary point of contact for internal teams regarding operations and order workflow for Alternative Investments and Structured Notes.
• Identify and recommend process improvements to enhance operational efficiency and client service delivery as well as streamline workflows.
• Create and maintain comprehensive documentation of investment procedures and protocols.
• Stay current and maintain knowledge of regulatory requirements and ensure compliance with industry standards.

Secondary Concentrations:

Assist in the due diligence process for new Alternative Investment opportunities and Structure Note offerings coordinating with internal counterparts, fund managers, external partners, and product providers to evaluate new offerings.

Monitor and assess the performance of alternative investments and structured notes, providing insight and recommendations.

Support the Alternative Investment & Structured Notes Manager in educating financial advisors on available alternative investment products and strategies.

Assist in preparing and presenting product materials for advisor and client meetings, including performance data, market insights, and investment strategy overviews.

Qualifications:

• Bachelor’s degree in finance, Economics, Business Administration, or a related field;
• Minimum [2] years of experience in client service, operations, or a similar role within the financial services industry, with a focus on alternative investments (private equity, hedge funds, real estate, etc.) and/or structured products.
• Experience with CAIS and Crystal Capital is a significant advantage.
• Proficient in investment research tools and CRM software.
• Excellent communication and interpersonal skills, with a client-centric approach.
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Detail-oriented and capable of managing multiple projects simultaneously in a fast-paced environment.
• As the Alternative Investments team continues to expand, this role has the potential to evolve with increased responsibility and opportunities for career growth.

Core Benefits:

• Competitive salary and bonus
• Comprehensive health, dental, and vision insurance
• Retirement savings plan with company contributions
• Opportunities for professional growth and development
• Support for work-life balance initiatives

Why Join Us?

• Impact: Play a key role in supporting our financial advisors and contributing to the firm's success.
• Growth: Opportunity to develop professionally and take on additional responsibilities over time.
• Culture: Join a team that values collaboration, excellence, and a positive work environment.

Right to Revise:

This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice.

The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice.