Alternative Investments Capability Head

UBS•Nashville, TN

8d•$200,000 - $275,000•Onsite

About The Position

UBS is seeking a highly motivated and ambitious individual to help lead our Alternative Investments department, specifically seeking professionals who can quickly learn processes and add value by implementing best practices in Operations. Within the Alternative Investments team you will be responsible for front-to-back service delivery and transaction capture for high priority fund relationships. You will drive and implement process excellence initiatives, as well as strategic change with the onboarding of third party solutions to automate legacy processes. You will also evaluate risk management procedures with a focus on continuous improvement and chair daily operating calls with Alternative Investments business, technology, and operations staff to ensure risk remains well managed and our clients remain happy.

Requirements

Ideally 10+ years of applicable work experience
Track record of process improvement, project work, or similar experience
Strong experience in either Process Improvement OR Alternative Investments is required. Both is a big plus
Recognize and effectively manage risk
Precisely execute detail oriented tasks
Prioritize multiple issues while delivering within a fast-paced and dynamic environment
Demonstrate outstanding communication and interpersonal skills
Develop a deep understanding of trading processes and the systems used to execute them
You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

Nice To Haves

Project management experience a plus

Responsibilities

Be responsible for front-to-back service delivery and transaction capture for high priority fund relationships
Drive and implement process excellence initiatives, as well as strategic change with the onboarding of third party solutions to automate legacy processes
Evaluate risk management procedures with a focus on continuous improvement
Chair daily operating calls Alternative Investments business, technology, and operations staff to ensure risk remains well managed and our clients remain happy
Oversee the capture of key events (Capital Calls, Redemptions, NAV pricing)
Supervision of Fee Processing and Balancing
Supervision of Transaction Capture
Supervisory review of Ledgers, Events, and Trades
Tracking of Key Events w/ Outreach to relationship managers of key fund partners
Vendor management (Broadridge / iCapital)
Process Improvement