Investment Operation Specialist, Alternatives
Pitcairn
- Experience
- 2+ yrs
- Location
- Conshohocken, Pennsylvania, United States
- Job type
- Full-time
Required skills
- Microsoft Excel
- Envestnet Tamarac
- Fidelity Wealthscape
- Orion
- Addepar
- BlackDiamond
- iCapital
About the role
Bachelor's degree in business or finance preferred; 2-4 years financial services experience with alternatives operations; understanding of account types and entity structures; advanced Excel and AI tools; experience with financial technology platforms and CRM software.
About Pitcairn
Privately held shared single-family office providing investment advisory and family-office services to multigenerational wealthy families.
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