Our Client is a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $640B of total capital allocations, including $143 billion in AUM, we are highly diversified in the private markets across the globe and provide creative solutions to solve for the objectives of any investment program. With a culture built on entrepreneurialism, partnership and being a team within teams, our client offers joiners the opportunity to think out loud, collaboratively.
Our Client is seeking a self-motivated and highly organized professional to join their Investment Operations team supporting Private Equity transaction execution. The role is hands-on and entrepreneurial, on a close-knit team that operates in a fast-moving environment with evolving processes.The successful candidate will manage many concurrent deals and workstreams, reprioritize as deal timelines shift, and keep stakeholders informed throughout.
Responsibilities:
- Prepare client allocations across the platform for each PE investment transaction
- Support transaction funding logistics, including capital calls and tracking of recallable/recycled capital
- Provide hands-on support on complex operational matters including FX, deal syndications, and bridge financing
- Monitor each deal end-to-end through Power BI reporting, ensuring alignment with internal close protocols
- Coordinate the Investment, Legal, Tax, Accounting, and Treasury teams to keep transactions on track
- Own the latest deal-process updates and ensure the right stakeholders are informed at the right time
- Manage information flow into and out of the deal team
- 2-5 years of relevant experience in Middle office or other investment fund related role is preferred but not necessary
- Experience in fund-of-fund trading or Private Equity is a plus
- Familiarity With LP Interest secondaries and co-investments is strongly preferred, not required
- Demonstrates commitment, accuracy and attention to detail, even in a high-volume, fast-paced environment
- Takes initiative and ownership of responsibilities assigned
- Ability to prioritize activities while working on multiple projects and achieve target deadlines
- Highly motivated with a willingness to learn
- Passion for fast-paced learning, especially in a technology-enabled environment
- Good analytical skills with a flair for processes as well as good IT skills
- Strong interpersonal and customer service skills
Salary Range
At Petra Funds Group, we are committed to transparency and equity in our hiring practices. The compensation range for this position is $82,000 - $123,000 per year. This range represents the base salary only. Actual pay will depend on factors such as qualifications, experience, and skills.
How We Care
We believe people do their best work when they feel supported — personally and professionally. That’s why we offer a comprehensive benefits package that reflects our commitment to your well-being. Our perks include:
- 90% covered medical, dental, and vision insurance premiums to help you stay healthy without financial strain.
- Fully funded Health Savings Account (HSA) employer contributions up to the IRS maximum — available to employees enrolled in our high-deductible health plan. *
- 401(k) employer match at 100% of your contributions up to 5% of compensation, with immediate vesting, so you start building long-term savings right away.
- Flexible paid time off to recharge, travel, or take care of what matters most.
- Generous holiday calendar to ensure you have time to rest, reflect, and celebrate throughout the year.
- Hybrid work environment that offers flexibility and supports work-life balance.
*Funded amount is prorated for new hires.
What We’re Proud Of
We’re proud of many milestones, but we’re especially honored by the recognition we’ve received for our workplace experience:
- Certified Great Place to Work®, based on direct feedback from our employees about trust and overall culture.
- Fortune Best Medium Workplaces™ and Best Financial Services & Insurance Workplaces™, highlighting our commitment to building an environment where people thrive.
Skills Required
- 2-5 years of relevant experience in Middle office or other investment fund related role
- Experience in fund-of-fund trading or Private Equity
- Familiarity With LP Interest secondaries and co-investments
- Good analytical skills with a flair for processes as well as good IT skills
What We Do
Petra Funds Group is a leading global provider of fund administration, middle and back-office support, regulatory compliance, and ESG services for private equity, venture funds, and private debt funds. Founded by private equity executives in 2021, Petra administers structures and funds that have in excess of +$500 billion in assets. We deliver tailored services to our valued client base from offices in the U.S. and Europe. Clients are serviced by regional teams led by executives with deep experience in alternative investments and ESG and supported by a global network of experts. Our coordinated fund administration solution and best-in-class technology enable our clients to scale their operations, reduce costs, and focus on their core competencies. For more information, please visit: www.petrafundsgroup.com.
