About this role
Alternatives Associate at Focus Partners Wealth. Location: Chicago, Illinois, United States. Role: preparing documents, improving processes, conducting kyc Requirements: 3+ years in alternative investments or wealth management; bachelor’s in finance/business or equivalent; subscription document experience; KYC/AML knowledge; Microsoft Excel proficiency; strong communication and organizational skills. Category: Finance Seniority: Mid Level Tools: Microsoft Excel, CRM Commitment: Full Time Workplace: Hybrid Languages: English