Private Markets Operations Analyst

All Jobs  >  Private Markets Operations Analyst Apply Private Markets Operations Analyst St Petersburg, FL Apply 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 OnboardingServe 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 SupportCoordinate 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:RequiredBachelor’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 pressureFamiliarity 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.PreferredExperience navigating fund administrator...