Global Wealth, Onboarding Analyst, NYC

Alchelyst•New York, NY

7d•$80,000 - $110,000•Onsite

About The Position

The Global Wealth Onboarding Analyst will support the launch of private market funds and feeder vehicles, and assist with onboarding new intermediary and distribution partners. This role involves supporting operational and home office contacts at financial intermediaries and distribution partners, overseeing key third-party service providers, and collaborating with internal stakeholders to communicate product information and provide training. The analyst will also prepare materials for internal and external use and resolve operational issues.

Requirements

One to three years of experience within financial services, including operations and/or client service with exposure to alternative investments
Understanding of the wealth segment of financial services and private markets investment structures from an operational and client service perspective.
Ability to work efficiently and multi-task in a high volume, fast paced, deadline-oriented environment while maintaining high level to attention to detail and accuracy.
Ability to make thoughtful and effective decisions in critical situations; demonstrates sound judgment and discretion when handling confidential firm and client information
Strong knowledge of Word, PowerPoint, and Outlook with a preferred level of Intermediate or above in MS Excel.

Nice To Haves

BA/BS degree in Finance, Accounting, Economics or Communications preferred.

Responsibilities

Support the launch of private market funds and feeder vehicles in coordination with service providers, administrators, third-party platforms, and key internal stakeholders.
Assist with onboarding new intermediary and distribution partners to enable distribution of Apollo private market funds across the global wealth channel.
Support operational and home office contacts at financial intermediaries and distribution partners across both pre- and post-sales activities.
Help oversee key third-party service providers and administrators supporting Apollo within the global wealth ecosystem.
Partner with internal stakeholders to communicate product availability, fund events, and platform requirements, and assist with training on investor operational procedures and best practices.
Prepare Excel- and PowerPoint-based materials for internal and external use related to fundraising, product operations, and product availability.
Collaborate across teams to resolve operational issues and improve execution.