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Support deal execution and client relationships in private-markets secondaries. Coordinate due diligence, prepare financial analysis, investment memos, and client materials. Conduct market research, portfolio analytics, and cross-border coordination with compliance and operations to drive transactions to close.

Support private-market transactions and NAV lending by drafting, negotiating, and interpreting transaction documents; manage multi-party global closing workflows; oversee KYC/AML onboarding; improve legal templates, playbooks, and processes; provide legal and risk advice to internal teams and coordinate across deal, operations, compliance, and external counterparties.

Lead revenue operations, CRM administration, and enterprise customer success for private-markets clients. Design GTM strategy, KPIs, and automated workflows; oversee marketing alignment; recruit and ramp commercial hires; represent the company at industry events; ensure regulatory/compliance alignment (FINRA a plus). Drive pipeline velocity, retention, and expansion for institutional accounts.