Trust Administration - Trust Administrator II

Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company’s primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust’s expertise in trust services. Arden Trust’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs. 

Lead with Purpose. Partner with Impact. 

The Senior Analyst plays a critical role in evaluating and overseeing alternative investments and private market opportunities. This position involves conducting in-depth due diligence on potential investment solutions, presenting recommendations to the investment product committee, and ensuring ongoing monitoring and updates for funds approved on the platform. The ideal candidate will have a strong background in alternative assets, such as private equity, hedge funds, real estate, and venture capital, with a focus on risk assessment, performance analysis, and market insights to support informed decision-making.

What you’ll Do: 

• 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.

What You Bring: 

• Bachelor’s degree in Finance, Economics, Business, or a related field;
• Advanced degree (MBA) or professional certifications (CFA, CAIA, or equivalent) strongly preferred.
• 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.

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.  

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.