Fund Services Senior Associate

2 months ago

Boston, United States Atrium Staffing Full time

Our client is a global investment firm. They build long-term portfolios for their high-net-worth clients. Currently, they are looking to add a Fund Services Senior Associate who will make strategic decisions and an impact within their team.

Salary/Hourly Rate:

$90k - $110k plus 15% Bonus and Profit Sharing

Position Overview:

The Fund Services Senior Associate will support the team leaders and help oversee all aspects of the day-to-day operations of the private fund of funds. This role collaborates with various teams to contribute to the firm's continued success.

Responsibilities of the Fund Services Senior Associate:

  • Oversee key functions and processes for multi-asset class pooled vehicles, including launching new funds annually.
  • Coordinate projects for operations projects with a focus on automation and data management.
  • Support the client and research teams through the review and approval of accounting reports.
  • Oversee and manage third-party relationships with auditors, tax providers, and lawyers.
  • Support all pooled vehicle-related communications and interactions with the global firm and third-party providers.
  • Review, mentor, and coach the analysts and associates and support the recruiting process.
Qualifications for the Fund Services Senior Associate:
  • 3+ years of experience working in private funds with a strong understanding of hedge fund and/or private equity fund operations.
  • Working knowledge of various financial products and investment strategies.
  • Excellent attention to detail and problem-solving skills.
  • Comfort with data analysis and strong technical acumen, specifically in Microsoft Excel. VBA and SQL are a plus.
  • Highly motivated and proactive, anticipates what should be done to solve a problem, improve a process, and mitigate risk.
  • Excellent organizational and project management skills.
  • Ability to thrive in a fast-paced environment and take responsibility for all aspects of a task.
  • Team player who is comfortable working in an entrepreneurial company.
Education Requirements:
  • Bachelor's degree in Finance, Accounting, Economics, or other related area.
Benefits:
  • Medical, dental, and vision insurance.
  • Short and long-term disability insurance.
  • Life insurance.
  • Flexible spending accounts.
  • Commuter benefits.
  • Paid time off.
  • 401(k) plan with employer matching.
  • The Firm also supports global philanthropy via a charity program and volunteer day.
  • A variety of wellness and social events.

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