With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠.
The Investment Operations Analyst, Alternatives will have primary responsibility for onboarding new Fund and Co-investment commitments and the ongoing administration of the portfolio. Responsibilities include managing all onboarding aspects, including maintaining close contact with the deal team on closing processes and timelines and liaising internally across Arch’s Legal, Tax, Compliance, Operations, Risk, and Performance teams to ensure smooth and timely deal execution. The Investment Operations Analyst, Alternatives will also be responsible for maintaining the Alternatives inbox, alerting portfolio managers of time-sensitive actions related to LPAC Votes, LPA Amendments, Tax Elections, etc. This role will coordinate with and provide and receive back-up from the Alternatives Service Manager and report into the Chief Operations Officer, AIM.
Key Responsibilities:
- Participate in weekly Alternative team meetings and provide updates on new deal onboarding and any portfolio management items requiring action
- Maintain “onboarding” tracker to include latest deal processes, timelines, status updates, next actions, and action owner
- Distribute deal documentation (PPM, LPA, Tax Structure Chart, Subscription Documents etc.) internally to Legal, Tax, and Compliance teams
- Coordinate and participate in diligence meetings with ACGL Legal and Tax teams to confirm deal structuring and optimal entity placement
- Track document reviews internally and externally and ensure documents are signed and processed in a timely and efficient manner
- Oversee the Alternatives email inbox and summarize actions requiring portfolio manager action and attention – e.g. LPAC meetings, votes, etc.
- Coordinate with AIM Cash Operations on expected call amounts and timing
- Work with AIM COO to coordinate and facilitate Operational Due Diligence (“ODD”)
- Participate in ODD Reviews and help to coordinate any manager follow-ups as needed
- Facilitate the completion of initial and ongoing KYC requests for all alternative investments
- Assist with writing operational policies & procedures
- Ensure policies and procedures are current and provide oversight of policies and procedures to meet compliance requirements
- Attending Investment Committee meetings and documenting results
Qualifications, Skills and Experience:
- Bachelor’s degree
- Minimum of 2 years relevant operational experience, preferably obtained in investments
- Proficiency with the full suite of Microsoft Office applications
- Excellent organization skills, with the ability to simultaneously manage multiple high-priority, time-sensitive tasks
- Self motivated, with a can-do attitude and ability to work well both independently and within a team
- Strong ability to build relationships and effectively communicate verbally and written with internal and external parties
- Ability to work in office full-time
Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isn’t the right fit but you’re interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Arch’s Talent Acquisition team.
12600 Arch Investment Management Ltd.
Top Skills
What We Do
Arch Capital Group Ltd. (Arch Capital or ACGL), a Bermuda public limited liability company, writes insurance and reinsurance on a worldwide basis through operations in Bermuda, the United States, Canada, Europe and Australia, with a focus on specialty lines. Arch Capital Services LLC is owned by ACGL and provides corporate, legal and other support services to Arch Capital.
ACGL provides insurance, reinsurance and mortgage insurance on a worldwide basis through operations in Bermuda, the United States, Canada, Europe, Australia and Hong Kong.
