High computer proficiency including MS Office (Word, Excel, Outlook), Adobe, CRMs, task management systems, portfolio management systems, e-signature, etc.Excellent verbal, written, analytical, and organizational skills.
Vivaldi capital management professional#
Service-oriented professional preferably with a customer service background (specific financial services experience is good, but not required).Bachelor’s Degree (or equivalent work experience).Problem solve to determine the most efficient method of resolution while complying with internal and external rules and regulations.Assist with client portal requests and other technology questions.Responsible for the accuracy and timeliness of work.Process emails and other client requests and route client requests accordingly.Help maintain organizational systems, files, and records.
Day-to-day office operational functions (answering phones, filing, etc.) and general office support. Prepare new client and investment paperwork. Assist clients and advisors with requests, work with service providers, and perform operational duties such as client data gathering, new client onboarding, opening accounts, transfers, disbursements, account maintenance, investments and ongoing service processes. Assist the operations/service team with daily and ongoing tasks. Provide administrative support to a team of investment professionals. Provide a high level of proactive and reactive service to address client requests and inquiries. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. The Funds are offered only to United States residents, and information on this site is intended only for such persons. Please read the prospectus carefully before investing. Please read the appropriate Fund’s prospectus for a detailed explanation of all Fund risks.Įach Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. Investors may also be subject to multiple levels of fees and expenses, underlying manager risk, valuation risk, high portfolio turnover risk, limited control over underlying managers, arbitrage risk, special situation risk, equity, bond and asset-backed securities risk, foreign risk, currency risk, credit risk, distressed securities risk, interest rate risk, IPO risk, small-cap risk, and credit default swaps risk. The Funds are also subject to some or all of the following risks: limited operating history industry concentration risk non-diversified risk multi-manager risk repurchase offers limited liquidity risk leverage and derivative risk legal, tax and regulatory risk and non-qualification as a regulated investment company under the Code. The Funds are appropriate only for investors who can tolerate a high degree of risk, do not require liquid investments, and are able to sustain a complete loss of their investment. 
The Funds should be considered speculative investments and there is no guarantee the Funds will successfully achieve their investment objectives. Diversification does not assure a profit or protect against a loss in a declining market. The Funds are distributed by First Trust Portfolios L.P., an affiliate of First Trust Capital Management L.P. is the Advisor to First Trust Merger Arbitrage Fund, First Trust Multi-Strategy Fund, First Trust Alternative Opportunities Fund, First Trust Real Assets Fund, First Trust Private Credit Fund, First Trust Private Assets Fund and Infinity Core Alternative Fund (collectively, the “Funds.”).
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