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Investment Operations Specialist, Alternatives

Yolanda E. Jones

In her role on the Investment Operations team, Yolanda brings deep expertise and experience to supporting the full lifecycle of alternative assets.

Yolanda brings more than 18 years of experience in finance operations, with a specialized focus on alternative investments operations for over a decade. Before joining Pitcairn, she held leadership roles including Supervisor for Securities Processing and Alternative Investments Operations, and Senior Associate in Wealth Management Operations with a concentration in fee-based account services.

In her current role as Investment Operations Specialist, Alternatives, Yolanda supports the full lifecycle of alternative assets. Her responsibilities include coordinating subscription documentation, processing capital calls and redemptions, updating valuations, and facilitating performance reporting. Her attention to detail and deep knowledge of operational processes help ensure seamless execution and reporting across alternative investment holdings.

Yolanda is enthusiastic about the opportunity to grow as Pitcairn expands its investments in the alternatives space and is excited to contribute to the firm’s ongoing evolution in this area.

Outside of work, Yolanda enjoys spending time with her energetic dog, Winter (also known as Winnie), especially on park adventures. She’s also a fan of classic action movies and suspense films, counting Scarface and Die Hard among her all-time favorites.

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*Please note limitations: The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Pitcairn is engaged, or continues to be engaged, to provide investment advisory services.