Partner Advisory Operations Associate

Crow Holdings Capital – Investment Partners seeks a Partner Advisory Operations Associate to support our Partner Advisory Team.

Roles & Responsibilities include:

  • Manage relationship and liaise with external data entry/reporting team to ensure timeliness, consistency and accuracy of data and family reporting
  • Assist in onboarding of new families and coordinate the data transition to Addepar
  • Manage third-party access to external investment portals, brokerage sites, and other information sources, and communicate changes to external data entry/reporting team
  • Prepare quarterly invoices and supporting documentation for partner families
  • Become proficient in Addepar to be able to provide operational support to PAT team
  • Assist with timely delivery of quarterly reviews and ad-hoc reports to advisory team
  • Maintain internal controls and reconciliations to ensure completeness and accuracy of data
  • Liaise with Addepar to ensure operational integrity of reporting software
  • Assist Controller with completing ad-hoc projects and reporting, including those with other internal departments
  • Maintain strict confidentiality of all records and data received and produced

Other Duties and Skills:

  • Highly organized and detail-oriented
  • Strong analytical, problem-solving, and time management skills
  • Highly proficient in Addepar and MS Office
  • Possess excellent communication skills to manage and maintain working relationships with external service providers
  • Establish and maintain effective working relationships and open communication with all team members
  • Think critically about improving processes and tools both internally and externally as our Partner Family base expands
  • Proactive service in coordination with Controller, Advisors, and Relationship Managers to provide exceptional Partner Family experience

Location

Business Dallas
United States
US
Industry: 
Compensation: 
Support h1B Visas?: 
N/A
Job Type: 
Third Party