About this role
Private Markets Operations Analyst at Dynasty Financial Partners, LLC. Location: St Petersburg, Florida, United States. Role: processing subscriptions, managing onboarding, preparing collateral Requirements: Bachelor's in finance/business/economics, 3+ years in alternative investments/private markets/fund operations or wealth management; hands-on subscription document and investor onboarding experience; familiarity with private markets platforms; strong organization and communication. Category: Finance and Accounting Seniority: Mid Level Tools: DocuSign, Allocate, iCapital, CAIS, Fidelity WealthScape, Schwab Commitment: Full Time Workplace: Onsite Languages: English