Alternative Investments - Lead Settlement Specialist

Computershare • Louisville, KY

8d • Hybrid

About The Position

The Lead Settlement Specialist works in Computershare’s Alternative Investments team within Issuer Services, supporting capital-raising requests and investment commitments for wealth management clients, brokers, and issuer partners. The role is the team’s subject matter expert for end-to-end commission processing, including accurate calculation of upfront and trailing commissions, validating data against fund agreements, ensuring commissions are paid to the correct selling firms and advisors, and preparing required wire transfers. It also involves producing high-quality reporting and serving as a key liaison for brokers, financial advisors, issuer clients, and internal teams. This is a new function within the team, and the specialist will develop knowledge of its processes and responsibilities, establish processes and procedures, and write DOPs. The position handles complex, high-value investment transactions and requires precision, collaboration, and deadline-focused work.

Requirements

• Strong knowledge of financial services operations; alternative investments or capital markets knowledge is preferred.
• Advanced Excel proficiency and confidence with complex financial calculations.
• Excellent attention to detail and organization.
• Excellent writing skills for DOP preparation.
• Ability to meet strict deadlines and manage time-sensitive tasks.
• Strong communication skills when working with brokers, advisors, issuers, and internal teams.
• Experience preparing wire transfers and/or working with financial reporting tools.

Nice To Haves

• Experience using the Depository Trust Company’s Participant Terminal System (PTS).
• Prior experience with settlements or commission processing.
• Familiarity with continuous improvement or operational optimization initiatives.
• Experience in alternative investments or capital markets.

Responsibilities

• Review fund documentation to confirm commission structures.
• Calculate and verify complex commission amounts.
• Validate commission calculation data against fund agreements and ensure payments go to the correct selling firms and advisors.
• Prepare and reconcile payment wires, including required wire transfers to selling firms and financial advisors.
• Investigate discrepancies and out-of-balance situations.
• Prepare high-quality reporting related to commission processing.
• Develop processes and procedures for the new function and write DOPs.
• Support junior team members as a subject matter expert.
• Identify and recommend process improvements.
• Partner with brokers, financial advisors, issuer clients, and internal teams to support high-quality service delivery.

Benefits

• Paid parental leave.
• Flexible working.
• Paid time off and observed holidays.
• Medical, dental, and vision plans.
• 401k matching.
• Opportunity to purchase company shares through salary deductions.
• Tax-advantaged flexible spending plans, including healthcare, dependent care, and commuter plans.
• Short- and long-term disability benefits.
• Life insurance and supplemental life insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed