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This role involves working closely with various teams, including investor relations, product, legal, compliance, technology, and sales & marketing, to support fund operations. The successful candidate will design and implement processes and procedures for servicing funds, enhancing and automating key processes, and developing and enhancing product, management, and other reporting.
Responsibilities- Work in partnership with the management team to achieve efficiency and scale.
- Define, update, and maintain operating policies and procedures.
- Liaise with funds' custodian, bank, and administrators, as well as other counterparties as needed.
- Work with counsel/CCO to ensure general compliance with fund documents, SEC, and FINRA.
