Private Market Operations Associate

Waverly Advisors, LLC•Atlanta, GA

About The Position

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day. In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well. We are looking for a Private Markets Operations Associate in Atlanta, Georgia who will perform the day-to-day accounting and finance administrative functions in support of the firm’s private fund investment activities. The Private Markets Operations Associate will also contribute to the team’s ability to develop, drive, and execute team-specific goals and objectives. This position offers a great opportunity to become a part of a team that is passionate about growth, innovation, and collaboration.

Requirements

Hold a four-year college degree in finance, accounting, or a related major with at least one year of experience in a related field.
Have strong communication and interpersonal skills with the ability to have a positive impact on the people around you.
Be proactive and able to anticipate the needs of those the role supports.
Possess strong Excel and analytical skills.
Have great time management skills with the ability to structure responsibilities, tasks, and project management while prioritizing and ensuring deadlines are met.
Maintain a high level of organization and have great attention to detail.
Be able to adapt to changing priorities and conditions throughout the day or week all while continuing to respond calmly and maintain performance standards.
Maintain high service standards and problem solve effectively when faced with new challenges.
Be energetic and possess a positive attitude with a willingness to learn.
Have an interest in issues related to corporate finance and investing in private companies.
Be self-motivated with commitment to excellence and high-quality standards.

Responsibilities

Maintain internal records to track legal documents, client documents, tax records, and related support materials.
Organize and distribute tax documents from various investment managers.
Update client alternative investment valuations and capital activity in portfolio management software.
Assist with preparation and tracking of capital calls and distributions across the firm’s private investment portfolio.
Assist with cash management and treasury operations and reconciliations with various custodians.
Respond to advisor and financial planner requests related to fund reporting.
Complete assignments related to financial operations, firm operations, and financial reporting.

Benefits

Comprehensive Health, Dental, and Vision coverage to support your overall well-being.
401(k) retirement plan with match and profit sharing to help you invest in your future.
Twelve paid holidays each year.
An extra vacation day during your birthday week—so you can celebrate you!
Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
Compensation commensurate with experience.

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