Firm Description
Founded in 2002, SCS Financial is a well-established and growing investment and wealth management firm serving ultra-high net worth families, family offices and institutional investors. We manage approximately $30 billion in assets across public, alternative, and private market opportunities globally. The firm's overall business strengths include our employees and culture, tremendous relationships with our clients, a leadership position in the industry, excellent investment performance for multi-asset class portfolios, a powerful technology platform. Our team-based approach, both internal and external, produces a work environment and culture that is centered on consistently serving the best interests of our clients. SCS employs over 140 employees and is headquartered in Boston, with offices in New York City, Providence, Los Angeles, and West Palm Beach.
Role
SCS is seeking an Analyst to join its growing Investment Analytics team. The SCS Investment Analytics team supports the implementation and ongoing management of the firm’s public and private investment programs in areas of investment data management, portfolio analytics (performance, exposure and risk reporting), investment manager onboarding, and operational support. The Analyst position offers diversified experience across these functional areas of a complex investment advisory firm and interaction with a broad range of internal and external stakeholders. The Analyst will contribute to many aspects of the team’s responsibilities, including execution of investment subscription, commitment and redemption documents, managing fund-level AML/KYC processes, entry of investment activity data into portfolio monitoring systems, and contributing to the review of investment and fund performance analytics.
We are seeking candidates who are well organized, energetic, and team-oriented. The right candidate is a self-starter with a strong work ethic who has excellent communication skills, attention to detail, and an eye towards process improvement. This person must be willing to provide the highest level of client service, professionalism, and confidentiality. Furthermore, this person must be able to efficiently prioritize tasks and consistently meet deadlines.
Primary Responsibilities
- Manager Onboarding: Support the onboarding of new public and private investment managers/funds to the SCS investment program, including execution of commitment/subscription/redemption documents and inputting investment data into portfolio monitoring systems while adhering to various deadlines.
- AML / KYC: Liaise with third-party managers, administrators, legal counsel, etc. on the completion of mandatory fund-level Anti-Money Laundering (AML) / Know Your Customer (KYC) processes, including periodic refreshes.
- Private Investment Fundraising Coordination: Assist with fundraising processes for SCS Private Investment funds, which includes coordinating with the Private Client Group to track client commitments/LP demand in our CRM and providing regular progress updates to the Investment Group to help inform portfolio construction decisions.
- Performance Analytics & Data Management: Contribute to additional Investment Analytics functions, including input/review/analysis of performance data, reporting collateral, and quarterly private fund client communications
- Special Projects: Ad-hoc projects to support various department and firm-wide initiatives.
Qualifications
The successful candidate will possess a minimum of 2 to 4 years of relevant investment fund manager operations and/or analytics experience, ideally related to alternative investments. Additional qualifications include:
- Bachelor’s degree in finance, economics, or other related discipline
- Interest in, and familiarity with, basic wealth management business and alternative investment (hedge funds, private equity, private credit, etc.) concepts
- Excellent organizational, prioritization, and time management skills
- Analytical mindset with a strong attention to detail
- High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment
- Strong written and oral communication skills
- High level of proficiency in the Microsoft Office Suite, including PowerPoint, Excel and Word
- iLEVEL and Addepar system knowledge a plus
SCS Financial is an equal opportunity employer.
What We Do
Founded in 2002, Boston based SCS Financial Services is an investment and wealth management firm, serving families, family offices and institutional investors. We manage approximately $30 billion in assets on behalf of our private clients and select institutions. We are an organization that thrives on partnering with our clients, exceeding expectations and delivering superior investment results.
SCS has never compromised. Our business model is client-aligned. Our professionals are world-class. Our team-based approach, both internal and external, produces a work environment and culture that is centered on consistently serving the best interests of our clients.
The firm's overall business strengths include our employees and culture, tremendous relationships with our clients, a leadership position in the industry, excellent investment performance both for multi-asset class portfolios and private investments, and a powerful technology platform.
We know that our ability to continuously succeed for our clients depends squarely on the caliber of professional talent we bring to our company. If you are an experienced wealth management professional looking to join a fast-paced rapidly growing organization that will challenge you and offer the opportunity for professional growth and success, then please forward your resume to [email protected]. SCS Financial Services is an equal opportunity employer. No phone calls please.
