Enhance your career at Richardson Wealth in this Private Placements Support Associate role. Contribute to executing private placements while showcasing your detail-oriented and proactive nature.
In this position, you’ll be integral to the Equity Capital Markets team, managing processes related to private placement execution and compliance. Strong communication and relationship-building skills are essential as you collaborate with a range of stakeholders, including Investment Advisors and legal teams. Your attention to detail will ensure all settlements are handled smoothly.
Key Responsibilities:
• Handle subscription review and ticketing for placements
• Facilitate brokered financings and coordinate orders
• Ensure adherence to compliance standards
• Keep transaction records and documentation updated
• Assist with reconciliations and team priorities
Requirements:
• Minimum 5 years in financial services
• 2+ years in capital markets
• Excellent organizat...