As the Director, Asset Management - Alts Investor Relations and Onboarding, you will play a significant role in shaping the strategy for managing alternative investment fund documents and facilitating investor agreements for private funds
This position provides excellent access to senior leadership and offers an opportunity to have a significant impact on our rapidly growing alternatives division
You will be tasked with identifying, developing, and implementing scalable, repeatable processes to support private alternative investment fund operations
The role requires navigating our organization, fostering positive relationships with key collaborators, and expanding your professional network to solution for cross-division challenges
Additionally, you will need to swiftly grasp and simplify sophisticated business processes linked to new alternative investment products and communicate key concepts to a varied audience
Requirements
7-10 years’ experience in financial services organizations
Expertise in implementing technology solutions as a subject matter authority
Proficiency in interpreting and working with fund legal documents, including Limited Partner Agreements, Private Placement Memorandums, and Side Letters
Prior experience collaborating with sales and account executives supporting institutional investors
Established experience in building a fund/investor term compliance monitoring system
Experience with contract processes from negotiation/initiation to document storage and term tracking
Ability to enhance visibility and clarity throughout the contract lifecycle
Demonstrated success in leading and optimizing operational processes across complementary teams
In-depth understanding of the asset management industry, with a strong grasp of alternative investments such as hedge funds, private equity, real assets, direct lending, and structured products
Effective collaboration abilities and the ability to persuade senior team members and collaborators
Adaptability and effectiveness in both leading and contributing to teams
Benefits
comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Applicant Tracking System Keywords
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