Private Markets Operations Analyst at Dynasty Financial Partners

St. Petersburg, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

22 Sep, 26

Salary

0.0

Posted On

24 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Subscription Document Processing, Investor Onboarding, Fund Administration, KYC/AML Documentation, Capital Call Coordination, Alternative Investments, Private Markets Operations, Wealth Management Operations, Data Reconciliation, Client Collateral Creation, Pipeline Tracking, Document Version Control

Industry

Financial Services

Description

Description JOB OVERVIEW: Dynasty Financial Partners is seeking a detail-oriented and execution-focused professional to join the Private Markets team as a Private Markets Operations Analyst. Reporting to Head of Private Markets Strategy & Execution and working closely with Director of Investment Operations, this role is focused Dynasty’s private markets platform — from the subscription document process, fund administration coordination, to the investor onboarding experience for every fund brought to the Dynasty network. This is a high-execution role built around precision and follow-through. The right candidate will own the paperwork lifecycle for new private markets opportunities end-to-end — from initial sub doc collection through funding confirmation — while supporting ongoing fund administration and, as capacity allows, contributing to the creation of client-facing collateral and advisor-enabling materials. This role is an in-office position. RESPONSIBILITIES: Subscription Document Processing & Investor Onboarding Serve as the primary point of contact for advisors navigating subscription paperwork, guiding them through platform-specific requirements, document completion, and submission timelines. Identify and resolve NIGO (Not In Good Order) issues proactively before they cause delays at close; track outstanding items and communicate status to advisors in real time. Coordinate investor suitability, accreditation, and KYC/AML documentation requirements with advisors, fund managers, and fund administrators. Maintain a live subscription pipeline tracker with status, outstanding requirements, responsible parties, and expected close dates across all active opportunities. Manage document version control, signature coordination (DocuSign and platform-native tools), and deadline tracking across LP and advisor populations. Fund Administration Support Coordinate capital call and distribution logistics — tracking notices, confirming wiring instructions, and following through to confirmation across investor accounts. Support fund-level reconciliation: partner with fund administrators and internal operations to ensure investor statements, capital account balances, and transaction records are accurate. Maintain accurate manager, fund, and investor data across Dynasty systems; flag and resolve data discrepancies in coordination with the operations team. Client-Facing Collateral & Advisor Enablement (As Capacity Allows) Assist in preparing fund overview materials, investment summaries, and advisor-facing collateral for active private markets opportunities. Support the creation of onboarding guides, subscription checklists, and process reference materials that help advisors navigate new fund participation independently. Contribute to internal documentation and operational playbooks that standardize how Dynasty brings new funds to market and onboards investors at scale. Requirements QUALIFICATIONS: Required Bachelor’s degree in Finance, Business, Economics, or a related field. 3–5 years of experience in alternative investments, private markets, fund operations, or wealth management operations. Direct, hands-on experience with subscription documents, capital calls, or LP investor onboarding — not conceptual familiarity alone. Demonstrated ability to manage complex, paperwork-heavy workflows with precision and under deadline pressure Familiarity with one or more private markets fund platforms (Allocate, iCapital, CAIS, Fidelity WealthScape, Schwab, or similar). Strong organizational skills and comfort holding multiple transactions in flight simultaneously with no items falling through. Excellent written and verbal communication skills — able to guide advisors and investors through complex processes with clarity and confidence. Preferred Experience navigating fund administrator relationships and coordinating on reconciliation, statements, or capital account reporting. Familiarity with accreditation and suitability verification workflows, KYC/AML documentation, and investor eligibility requirements. Experience developing or contributing to operational SOPs, onboarding guides, or process documentation in a financial services setting. Exposure to creating client-facing materials, fund summaries, or advisor collateral in a private markets or wealth management context. Familiarity with Dynasty Financial Partners’ platform and advisor network a plus. Successful candidates will: Be a self-starter who takes ownership of the full paperwork lifecycle without needing to be managed step-by-step. Bring a service-first mindset — understanding that clean, timely execution directly impacts advisor trust and LP experience. Be highly detail-oriented, with the discipline to catch NIGO issues, track open items, and follow through to completion. Be comfortable building structure where little exists today — and energized by the opportunity to define how this function works at scale. Thrive in a demanding, fast-paced environment where multiple opportunities may be in motion simultaneously. Be a culture carrier and adopt Dynasty’s values of accountability, fairness, teamwork, and transparency. Show eagerness to grow with Dynasty as private markets volume and network complexity increase over time. BENEFITS: Health Insurance Dental Insurance Vision Insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties), veteran status, or any other protected status under applicable law.

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Responsibilities

Manage the end-to-end paperwork lifecycle for private markets opportunities, including subscription document collection and investor onboarding. Coordinate fund administration tasks such as capital calls, distributions, and data reconciliation across internal systems.