Fund Associate

Posted 4 weeks ago

Description: The role of the Fund Associate is to support the entirety of the team in all aspects of the Company’s business. The Associate will have significant responsibilities related to existing and prospective investments that will vary depending on the status and demands of each. The ideal candidate will be a ‘self starter’ with the ability to prioritize workflow in a fast-paced environment and have highly developed analytical skills, a positive attitude and desire to learn, a strong work ethic, and outstanding interpersonal and communication skills (written and oral). Specific responsibilities will include:



  • Underwriting detailed financial models and valuation scenarios for investment opportunities
  • Assist in various due diligence activities for transaction and fund raising efforts
  • Prepare presentations and investment memorandums for the investment committee, investment team, and or fund investors
  • Monitor existing investments and operational progress on a routine basis
  • Help develop and manage investor database
  • Prepare fund reports for current investors
  • Continuous client/investor relationship management and assist in investor sourcing
  • Performing and disseminating applicable industry research
  • Supporting the investor relations team



  • A minimum 5 years of experience in a comparable industry
  • Self-motivated and able to do work both independently as well as a member of a dynamic team
  • Proficiency with Excel
  • Strong analytical and organizational skills
  • Ability to multi-task on multiple projects
  • Strong verbal and written communication skills
  • Proactive thinking with detail-oriented and creative problem-solving approach
  • Bachelor’s degree

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