- Oversee all administrative tasks related to private equity funds, including managing investor subscriptions, redemptions, and communications.
- Maintain accurate fund records and ensure compliance with relevant regulations.
- Act as the primary point of contact for limited partners, addressing inquiries, providing updates, and ensuring a high level of client satisfaction.
- Prepare and distribute regular reports to LPs regarding fund performance, investment strategies, and market insights.
- Conduct robust due diligence on potential investments, performing financial analyses, market assessments, and risk evaluations.
- Develop investment memos and presentation materials summarizing findings for internal decision-making and external communications with LPs.
- Monitor and analyze the performance of portfolio companies, including key financial and operational metrics.
- Prepare and present performance reports to internal teams and LPstakeholders on a regular basis.
- Lead and manage strategic initiatives and projects related to fund operations and LP engagement.
- Create detailed project plans, track progress, and ensure timely delivery of objectives.
- Plan, design, and implement quality assessments for investment materials and reports to maintain high standards of accuracy and relevance.
- Utilize automation and manual processes to validate the integrity of financial and operational data.
- Stay updated on industry trends and innovations in private equity and LP management, recommending improvements and new ideas to enhance our offerings.
- Lead efforts to develop Directly Responsible Individual (DRI) cases that align with business objectives and demonstrate return on investment (ROI).
- Mentor and guide junior team members, fostering a collaborative and growth-oriented environment.
- Develop and implement team training to enhance skills and knowledge related to private equity and LP engagement.
- Bachelor's or master's degree in finance, business, or a related field.
- 10+ years of relevant experience in private equity, investment banking, or a related finance role, with specific experience in limited partnership management preferred.
- Strong understanding of private equity fund structures and operations, including LP dynamics.
- Excellent analytical skills with a proficiency in financial modeling and analysis tools.
- Strong project management capabilities with the ability to handle multiple initiatives simultaneously.
- Exceptional verbal and written communication skills, with a keen attention to detail.
- Proficient in Microsoft Office Suite and financial analysis software.
- Knowledge of regulatory frameworks and compliance requirements related to private equity and LPs is desirable.
- Proven ability to build and maintain relationships with internal teams and external stakeholders.
Top Skills
What the Team is Saying
What We Do
Enfusion, a Clearwater Analytics company (NYSE: CWAN), helps investment managers solve their most pressing challenges by approaching innovation from a fundamentally different perspective. Our cloud-native, multi-tenant architecture powers continuous innovation, non-disruptive upgrades, and unmatched speed to market for institutional investors. We empower them to see clearly—so they can act with confidence.
From hedge funds to asset managers, we support firms in streamlining operations and scaling efficiently, so they can remain focused on performance and strategy. Our global team supports over 14,500 investment managers across nine global offices on four continents.
Follow Clearwater (https://builtin.com/company/clearwater-analytics) to stay informed on how we’re driving the future of investment technology—together.
Why Work With Us
Enfusion is your opportunity to pursue your passion, showcase and further develop your skills, and launch a meaningful and rewarding career. Our environment is collaborative and entrepreneurial. We’re self-starters who work together to solve challenges and propel our mission forward. Enfusion is where your future meets the future of finance.
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Enfusion, a Clearwater Analytics company Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
