Director

• The Director of Private Funds works closely with the investment team, private fund administration team, operations and our external custodian partners to become the subject matter expert on the administrative processes for alternative investments.
• This role is responsible for development and maintenance of Alternative Investment administrative process training as well as to support the client service teams to effectively service their clients.
• Work closely with investment team, operations and private funds team to understand the processes and requirements for alternative investment products.
• Subject matter expert for private placement memorandum procedure (suitability & distribution), subscription documents (procedure for submission, completion and supporting documentation requirement), and post-trade support (capital call processing, asset booking and pricing).
• Develop and maintain educational and training materials for all products.
• Host regular training sessions and is an available resource for the relationship management teams to provide on-going support.
• Continuously engage external custodian partners to understand paperwork and processing requirements for new alternative investments, additional purchase and transfer requests.
• Research, follow-up and assist with the resolution of inquiries and problems through effective interaction with custodial partners, relationship management teams, and private fund & operations departments in a timely and professional manner.
• Participates in ongoing process improvements based on specialized skills, knowledge, and experience.
• Participate in other duties as requested.

Director of Private Funds Support

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