Job Summary:

The primary focus of a Private Market Specialist is to provide excellent follow-through and operational support to the Private Investments team in servicing and delivering on the needs of the clients of Private Investments. As a Private Market Specialist, you will have a direct impact on the Clients and Advisors and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills.

Essential Job Functions for this role include:

• Responsible for day-to-day operations and administrative support of the Private Investment Team
• Working with Advisors to enroll Qualified Investors in Private Investment Funds
• Managing client subscription agreements and ensuring all subscription paperwork is completed
• Adhere to all compliance requirements for the funds
• Coordinating with internal operation departments to ensure client requests are processed and tracked
• Maintaining data integrity across all systems and updating as necessary
• Researching client issues in cooperation with back-office operation partners
• Some duties can include if appropriate - verifying outside assets, establishing new accounts and processing
• Guiding and training peers on new tasks
• Other duties as needed

Knowledge, Skills, and Abilities:

• Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related)
• 3-5+ years of job-related experience required Financial services industry required
• Prior experience working in an office environment with a customer service focus helpful
• Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail
• Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors
• Excellent verbal and written communications skills a must
• Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus.
• Strong desire for continuous self-learning and professional growth

Work Schedule:This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.

Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.

Application Deadline: The initial deadline for applications is 6/17/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.