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The role involves providing organizational and project support to C-suite executives, managing communications and materials, facilitating meetings, and improving operational processes while handling sensitive information with discretion.

The Client Administration Analyst is responsible for managing investor data, ensuring accuracy in data entry, and facilitating client onboarding and report communications.

The Associate in Commercial Operations will support fundraising efforts by providing insights, reporting, analysis, and training on various CRM and market data tools. The role involves collaboration across teams and continuous process improvement.

The Associate will manage product launches, coordinate marketing readiness, create sales materials, and support client inquiries in a collaborative role.

Manage and coordinate client onboarding and fund closings by reviewing subscription and KYC documents, liaising with clients and cross-functional teams (legal, compliance, tax, accounting, investments), overseeing fund administrators, and improving onboarding processes to enhance client experience and efficiency.

Source, evaluate, structure, and execute strategic partnerships and distribution alliances. Build financial models and decision materials, lead negotiations with Legal, drive cross-functional execution, manage post-close partner performance, and develop reporting dashboards and pipeline tracking (Salesforce) to measure economic contribution.

Lead and support operational launches for new and existing alternative investment products, assessing operations, documenting decisions, coordinating cross-functional stakeholders, and ensuring readiness across accounting, treasury, tax, onboarding, reporting, and third-party providers. Maintain action plans and EOS dashboard, review legal/product docs from an operational perspective, and drive process and technology assessments to optimize product implementation.

The Transactions Associate will manage the investment closing process, liaise with internal departments, and assist in monitoring investments while ensuring compliance.

The Senior Vice President will build and lead a Transfer Agency function, ensuring robust operational oversight, governance, and excellence while collaborating across multiple departments.

The Vice President, Investment Specialist will drive growth in private credit evergreen solutions, support sales, and educate internal teams while managing key client relationships.