- Paladin Consulting, Inc (Dallas, TX)
- Paladin Consulting is currently hiring an Operations Alternatives Private KYC Analyst to join our team working onsite at our client's office located in ... their career. We treat you like you are part of the family. Job Title: Operations Alternatives Private KYC Analyst Work Location: Dallas, TX Duration: 6… more
- Robert Half Finance & Accounting (Chicago, IL)
- …as they prefer to promote from within. Job Description We are currently seeking an Private Funds Operations Associate to join our growing team. In this vital ... Job Responsibilities + Prepare and review subscription documents for alternative investments (ie, private equity funds, ...Work closely with our Wealth Management Team to satisfy AML/ KYC requirements for client investments in alternative … more
- Morgan Stanley (New York, NY)
- …Specialists and working group colleagues in Legal, Risk, Compliance, Platform, Operations and Technology as needed. The successful candidate's responsibilities will ... the following: * Performing product and know your client ( KYC ) appropriateness reviews of all proposed annuities new business...compliance with NYS Reg 60 and 187 * Review Private Placement transactions * Review annuity liquidation requests *… more
