Arden Trust Company · 9 hours ago
Trust Administration - Trust Administrator II
Wilmington, DE
Full-time
Onsite
Mid Level
3+ years expArden Trust Company, part of Kestra Holdings, is a leading wealth management platform providing personal trust services. The Trust Administrator II will conduct due diligence on alternative investments, analyze data, prepare reports, and collaborate with internal teams to ensure compliance with investment strategies.
FinanceFinancial ServicesImpact Investing
Responsibilities
Conduct comprehensive due diligence on alternative investment and private market solutions, including reviewing fund strategies, historical performance, management teams, operational structures, and risk profiles
Analyze quantitative and qualitative data, such as financial statements, return metrics, volatility measures, liquidity terms, and fee structures, to assess investment viability
Prepare detailed reports, investment memos, and presentations for the investment product committee, highlighting key findings, recommendations, and potential risks
Present investment opportunities and due diligence results to the committee, addressing questions and providing supporting evidence to facilitate approval decisions
Maintain up-to-date diligence on approved funds through periodic reviews, monitoring performance against benchmarks, tracking market changes, and identifying any emerging risks or opportunities
Collaborate with internal teams, including portfolio managers, compliance, and legal, to ensure alignment with overall investment strategies and regulatory requirements
Stay informed on industry trends, regulatory developments, and best practices in alternative investments to enhance due diligence processes
Support ad-hoc projects, such as benchmarking analyses, competitor reviews, or platform enhancements related to private market offerings
Qualification
Required
Bachelor's degree in Finance, Economics, Business, or a related field
Minimum of 3-5 years of relevant experience in investment analysis, due diligence, or asset management, with a focus on alternative investments and private markets
Deep knowledge of alternative asset classes, including private equity, private credit, hedge funds, and real assets
Strong analytical skills with proficiency in financial modeling, data analysis tools (e.g., Excel, Bloomberg, or similar), and interpreting complex financial data
Excellent communication and presentation skills, with the ability to convey technical information clearly to non-technical audiences, such as committee members
Proven ability to manage multiple priorities in a fast-paced environment, with strong attention to detail and organizational skills
High level of integrity, independence, and the ability to handle confidential information responsibly
Team-oriented mindset with the capacity to work collaboratively while also operating autonomously on assignments
Preferred
Advanced degree (MBA) or professional certifications (CFA, CAIA, or equivalent) strongly preferred
Benefits
401(k)
Health insurance
Competitive benefits package
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses
Company
Arden Trust Company
Arden Trust Company helps with custodial services, fiduciary services, and investment management.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kiliaen Ludlow
EVP, Chief Operating Officer
Zachary Pedigo, CFA
Chief Investment Officer
Company data provided by crunchbase