Analyst, Operations

Tiedemann Advisors, LLC (“Tiedemann”) is a top-ranked, independent wealth advisory firm. For more than 20 years, we have been at the forefront of adopting new wealth management practices and providing comprehensive wealth services including investment management, wealth and estate planning, education and governance and trust administration. Our firm is one of the largest Impact Investing firms in the industry working with clients to invest in an environmentally sustainable and socially responsible way. Our Trust Company is based in Delaware, a highly advantageous state with progressive trust laws.

In January 2023, Tiedemann, TIG Advisors and Alvarium Investments are expected to merge and form Alvarium Tiedemann | AlTi and to become publicly traded on Nasdaq. AlTi is expected to be a leading independent, global investment firm providing institutions, entrepreneurs, families, and emerging next-generation leaders with fiduciary capabilities as well as investment strategies and services. AlTi’s mission is to support clients in optimizing the long-term value of their assets to achieve a shared goal of generating sustainable financial returns with net positive impact.

We are passionate about finding better ways to serve our clients. We approach problems with open-mindedness and a restless entrepreneurial spirit to deliver more for clients.

Our culture is rooted in curiosity. We support the unique qualities of each team member and the entrepreneurial spirit shared by all of us. We come from different backgrounds and offer different perspectives. We believe these differences make us better suited for a fast-changing world.

As a growing global firm, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.

Tiedemann Advisors is looking for an Analyst to join our Operations Team. The Analyst will be responsible for processing accurately and timely our core back office operational functions while partnering with internal colleagues to support the Firm’s clients. The Analyst will also identify opportunities to improve processes and procedures as the firm continues to grow.

Job Responsibilities

• Partner with the Firm’s custodians and internal Client Service and Operations Teams to execute requests with appropriate urgency and accuracy
• Focus on continually improving operational efficiencies and controls
• Processing and reconciliation of cashiering requests
• Communication and processing with external fund managers
• Processing and reconciliation of directed trading
• Process high volumes and execute against operational queues with high degree of accuracy
• Efficiently and clearly communicate with management to provide relevant updates and escalate items as appropriate

• Bachelor’s Degree
• Minimum 3 – 4 years’ experience within financial services
• Experience within an operations role or office environment a plus
• Strong written and verbal communication skills
• Ability to prioritize, be exceptionally organized, and have extreme attention to detail
• Desire to work within a collaborative, fast paced team environment
• Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint

Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.