8 days old

Analyst, Operations

Tiedemann Advisors
Wilmington, NC 28401
Job Description

Tiedemann Advisors is looking for an Analyst to join our Operations team in our Delaware office. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand.

Job Responsibilities

  • Working with Wealth Advisor teams to ensure client data is complete and accurate for each client.
  • Partner with Operations Associates to set up and maintaining client accounts and portfolios on the firms performance reporting platform.
  • Work within Addepar on a daily/regular basis.
  • Facilitating paperwork and cashiering transactions with separate account managers, limited partnerships, hedge, and private equity funds.
  • Collecting and updating fund estimates and actual valuations while ensuring accurate performance.
  • Interacting with outside performance reporting vendor to troubleshoot reporting issues.
  • Interacting with outside custodians on reporting issues.
  • Interacting with other members of the Operations team to facilitate client billing.
  • Ongoing project management and support. Continually working to improve processes and procedures.
  • Opportunities to partner with other teams and collaborate on projects.
Qualifications

  • Bachelors degree
  • 6 months to 1-year professional experience preferred.
  • Motivated with a desire to learn and grow professionally.
  • High attention to detail with the ability to work within a collaborative, fast paced team environment
  • Proficiency in Microsoft Office.


Additional Information

Applications are strongly encouraged from candidates reflecting diverse educational, cultural and experiential backgrounds.

Company Description

Tiedemann Advisorsis an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, trust and estate, and wealth planning services. We are proactive, innovative advisors who provide access to a broad set of exceptional investment strategies globally, including impact or responsible investments, and full transparency on investment decisions, fees and performance. Serving clients since 1999, Tiedemann Advisors is headquartered in New York, with offices in San Francisco, Seattle, Portland, Dallas, Aspen, Wilmington, Palm Beach, and Washington, D.C. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees approximately $25billion in assets.

Categories

Posted: 2021-04-02 Expires: 2021-05-02

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Analyst, Operations

Tiedemann Advisors
Wilmington, NC 28401

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