Fund Services Group

Transfers Associate – Legal & Compliance

Fund Services Group

full-time

Posted on:

Location Type: Hybrid

Location: United States

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Salary

💰 $60,000 - $80,000 per year

About the role

  • Support the change of ownership for investor interests in client managed funds
  • Track reassignment timelines, approvals, and closing requirements to support timely completion
  • Liaise with custodians, fund administrators, and external counsel as needed
  • Serve as a point of contact for clients, custodians, fund administrators, and internal stakeholders to facilitate exemplary communication
  • Assist in reviewing, monitoring, and enhancing client compliance programs to support ongoing regulatory requirements
  • Develop foundational knowledge of private equity fund structures and LP mechanics.

Requirements

  • Be a team player with an enthusiastic work ethic
  • Learn all we teach you quickly, comprehensively, and enthusiastically
  • Be exceptional in your organizational and written communication skills
  • Have an exacting attention to detail
  • Be exemplary in prioritization and multi-tasking in a fast-paced environment
  • Be proficient in Microsoft Office Suite
Benefits
  • Comprehensive benefits
  • Quarterly bonus that offers unlimited potential growth - 1/3 rd of our profits (no matter how much) are shared with our team in bonuses each quarter
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
team playerenthusiastic work ethicorganizational skillswritten communication skillsattention to detailprioritizationmulti-tasking