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The Starwood Operations team focuses on tactical service delivery for Starwood Capital L.L.C.’s multiple alternative investment products, ensuring a first-class experience for the firm’s internal and external stakeholders. This ‘hands-on’ role will directly support Fund and Broker-Dealer functions, including processing trades, validating statements, reconciling trade flows, overseeing distributions, performing shareholder maintenance items, calculating commission payments, etc.
Responsibilities:
- Support the oversight of Transfer Agent functions to ensure a positive experience for Starwood’ stakeholders
- Build effective, mutually beneficial working relationships with custodians, transfer agents, key broker dealer home offices, and third-party vendors
- Innovate, implement, and maintain processes to support and/or enhance oversight function with third-party vendors
- Prepare Fund audit confirmations and related ad-hoc shareholder requests
- Support the sales team and external advisors by supplying investor information
- Utilize Fund, transfer agent, and custodian operational knowledge to ensure consistent operational service delivery
- Utilize data insights offered by third-party vendors and stakeholders to analyze Fund trends in reporting to Starwood’s leadership team
- Self-learn on knowledge gaps and/or participate in informal/formal training as necessary
- Effectively balance the efficient and systematic processes with unique client requests
- Support firm, branch, and rep level trade reconciliations
Competencies:
- Advanced Excel calculation, data organization/editing and formatting skills
- Desire to work in a team-first environment and collaborate closely with others
- Detail-oriented, “can do” spirit with exceptional follow up and tracking skills
- Coachable mindset with a desire to take on greater levels of responsibilities
- Excellent communication skills
- Proactive and an innovative self-starter
- Thrives on project management, tracking items, taking action, and accomplishing tasks
- Excited by innovating, implementing, improving, and following processes
Education/Experience:
- Bachelor Degree in Finance, Economics, Business or related discipline
- Minimum of 2-3 years in operational work or similar field
- Understanding alternatives products, illiquid securities, Reg D offerings, financial statements and regulatory filings
- Experience with DTCC’s AIP system, SS&C’s AltServ platform, and/or custodians a plus
- Wirehouse operational experience a plus
- Experience with call centers and shareholder services a plus
- Relationships with DTCC and SS&C a plus
- Series 99 licensed or willingness to become licensed a plus
