Job description
Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
As a key member of the Advisory Operations team, the Private Investment Operations Associate is responsible for performing the daily activities of the Private Investment team. This role requires strong time management skills due to a high volume of transactions and client interactions, with a focus on attention to detail and process management. The ideal candidate will possess excellent communication and organizational skills, as well as the ability to meet deadlines and efficiently manage client paperwork. This position will work directly with Financial Advisor teams and clients to facilitate Private Investments, handle initial commitments, and manage capital calls.
Primary Responsibilities
Client Relationship Management
- Facilitate the set-up of Private Investments
- Prepare and submit subscription documents for initial client investment (Commitment)
- Follow up with advisors and clients to ensure timely submission of Private Investment paperwork
- Coordinate with fund sponsors and custodians on paperwork and any items not in good order (NIGO)
Workflow Management
- Perform of a high volume Private Investment processes, including the initial Private Investment commitment paperwork and communicating statuses to advisors and clients
- Responsible for the Capital Call workflow, including input, tracking, and follow-up on outstanding capital calls
- Develop proficiency in the reconciliation process for Private Investment workflows
Subject Matter Expertise
- Expert proficiency in Excel, specifically for tracking and managing Capital Call volumes
- Become proficient in Power BI to track Capital Call and Commitment volumes
- Develop expertise in CRM systems related to Private Investment workflows
Basic Qualifications
- Bachelor’s degree in Finance, Accounting, Business, or related field, or equivalent work experience.
- 3-5 years of experience in wealth management, private investments, financial services, or operations-related roles
- Strong communication skills when collaborating with multiple advisory teams
- Highly organized with exceptional prioritization skills, capable of managing multiple projects in a fast-paced environment
- Advanced proficiency in Microsoft Excel and other relevant operational tools
- Strong critical thinking skills, attention to detail, and problem-solving abilities
- Ability to thrive in a fast-based work environment
- Demonstrated ability to maintain professionalism and composure under pressure
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
- Paid parental leave
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
