Overview
Private Market Services Operations Coordinator Jobs in Carmel, Indiana, USA at Oxford Financial Group, Ltd.
POSITION SUMMARY
This position is responsible for the Private Market document set up process. Coordinates all Private Market project plans. Works with legal assistance for compliance. Completes subscription documents for underlying investments and communicates with clients as appropriate.
DUTIES & RESPONSIBILITIES
Administers the set up and documentation of all new and existing Private Market entities
Serves as coordinator with internal associates and legal counsel to properly establish LLC
Administers and maintains all elements of project plan
Establishes and maintains fundraising tracking for each new Private Market entity
Completes subscription documents for underlying investments
Participates in legal document review and tracks any needed changes
Reviews signed documents to ensure all appropriate information is included
Ensures initial notification of new investments are produced
Finalizes the closing process of the entity
Reviews detail investor list with legal to determine necessity of Blue Sky filings
Coordinates acceptance pages for counter signature from Authorized Signers
Maintains original sub document and all underlying documents in the Private Market files
Serves as point of contact for all communications related to Private Market activities
Receives and evaluates communication from underlying fund takes appropriate action
Fields questions related to policies and procedures, i.e. transfers, withdrawals, eligibility
Ensures all steps of project plan are met. Updates plan as needed
Works closely with the Private Market Accounting Manager when transitioning steps in the process
Organizes meetings with all involved to review the necessary steps for a smooth process
Keeps a pulse on all areas related to the entity and eliminates bottlenecks
Anticipates any road blocks along the way and finds solutions
Projects and other duties as needed
QUALIFICATIONS:
BS degree in business related field
Minimum of one years’ experience in a project management position
Minimum of three years’ experience in a brokerage or investment-related firm
Strong skills in Microsoft Word, Excel, Adobe and Docusign software
Knowledge of hedge funds or private placement is preferred
Must have a professional demeanor with the utmost respect for confidential matters
Must be able to work independently and in a team environment
Must have excellent written and verbal communication skills with strong interpersonal skills
Must be detail oriented with excellent organizational skills
Must have ability to multitask
Must have ability to thrive in a fast-paced environment
Must have strong work ethic with a positive attitude
WORKING CONDITIONS
No travel required
Long periods of sitting and utilizing a computer
Schedule must be flexible to work overtime to accomplish business objectives
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Title: Private Market Services Operations Coordinator
Company: Oxford Financial Group, Ltd.
Location: Carmel, Indiana, USA
Category: Finance & Banking (Business Administration), Administrative/Clerical (Business Administration)
