Transfers Associate

Fund Services Group

Transfers Associate delivering white glove service and supporting investor interests in managed funds. Collaborating with custodians and enhancing client compliance programs in a remote role.

Posted 6/30/2026full-time🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Team PlayerEnthusiastic Work EthicWritten Communication SkillsPrioritizationMulti-tasking