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Private Equity Maintenance Associate

Company: Pacific Premier Bank
Location: Denver
Posted on: September 17, 2020

Job Description:

Opportunity.Create.Publishing.ThirdPartyJobBoards.MoreInfoModal.Title PACIFIC PREMIER TRUST (PPT) leads the financial industry in self-directed IRAs for alternative investments. The Private Equity Maintenance Associate position is responsible for processing transactions related to the maintenance and pricing valuations of private equity assets. This position requires explicit attention to detail and processing accuracy is critical and will reflect the premier service we strive to provide to all our clients and avoid negative audit findings and/or costly misreported distributions. Your number one objective will be to deliver Gold Standard Service through reviewing and updating values/prices for the assets held in client accounts and assist in providing regulatory audit findings. The individual needs to thrive under pressure, is self-motivated and will adhere to critical deadlines. This work involves utilizing multiple systems, critical thinking and frequent ten-key; this individual must be organized, detail-oriented, thorough and adaptable to frequent change.

RESPONSIBILITIES

Review and process pricing and valuations on assets with accuracy of 98% for private equity assets.

Learn other functions to include but not limited to Valuations, Asset Safekeeping and other functions to be assigned by your Supervisor.

Collective management of the team email box and safekeeping of physically held assets.

Follow up and resolve purchase confirmations with fund sponsors to prevent resignation of the investments and account relationship.

Assist clients as needed regarding IRA requirements including prohibited transactions and complex investment scenarios.

Commit to enhancing the client experience and collaborate with multiple departments and understand their functions and processes.

Attend educational courses as assigned by your supervisor; independently always be self- educating as complicated investment reviews arise.

QUALIFICATIONS

1+ year of progressive work experience in a cross-functional environment within mid to large sized financial institutions required

Familiarity with financial instruments (i.e. Stocks, bonds, retirement accounts)

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Equal Opportunity Employer - Veterans/Disabled

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Keywords: Pacific Premier Bank, Denver , Private Equity Maintenance Associate, Other , Denver, Colorado

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