Skip to content

Analyst, Distributor & Wealth Services

Job Title: Analyst, Distributor & Wealth Services

Job Location: Irvine, CA

Job Description:

Position Overview

Apollo is seeking to hire an Analyst for our Distributor & Wealth Services (DWS) Department.  The DWS Department is the primary point of contact for all investment operations questions supporting Private Equity, Non-Traded REIT, Business Development Company and Interval Funds, among others.  DWS Department works closely with Sales, Transfer Agents, Third Party Administrators, Advisors, Custodians, Clearing Firms and other Financial Intermediaries.

RESPONSIBILITIES:

  • Assist distribution partners with investment subscription paperwork preparation, tracking and management ensuring that all is received in good order.  This will include communicating with financial advisors, broker/dealers, custodians, and other financial institutions.
  • Conducts high level analysis to identify and resolve processing issues while examining processes to streamline operations.
  • Deliver consistent messaging related to operational policies and procedures to support financial advisor, back office, investor, and internal sales inquiries ensuring service excellence.
  • Reconcile daily trades for potential trade errors.
  • Validate or prepare reporting for ad hoc requests for management.
  • Determine operational objectives by studying business functions and gathering information to evaluate and provide recommendations to improved processes.
  • Collaborate with other departments to resolve identified issues.

Qualifications & Experience

  • BA/BS degree in Finance, Accounting, Economics or Communications required.
  • Knowledge of Clearing Processes for Alternative Investments or Mutual Funds preferred.
  • Experience with transfer agent and/or third-party administrators preferred.
  • Ambitious, proactive, adaptive, and agile learner.
  • Motivated individuals who thrive in a high volume, fast paced, deadline-oriented environment.
  • Outstanding verbal & written communication skills.
  • Excellent organizational and interpersonal skills, including the ability to resolve internal differences and observe confidentiality.
  • Skilled in MS Office suite of applications, Salesforce, and Adobe Acrobat

Pay Range

$75,000 – $95,000

The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.

Application Instructions:

Click here to apply.