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Support Manager Research by coordinating research information, triaging requests, running queries and reports, maintaining multiple databases and inboxes, managing operational processes, and facilitating communications across research teams. Contribute to projects, troubleshoot reporting needs, and ensure data accuracy and timely delivery in a deadline-driven hybrid environment.

Support evaluation of fund secondary, GP-led, and direct secondary transactions: conduct due diligence, build financial models, manage deal flow, meet with industry executives, prepare written investment analysis, and collaborate with colleagues and clients to support transaction and non-transaction projects.

Support APAC HR operations including onboarding/offboarding, HRIS record maintenance, payroll and benefits administration, immigration and government filings (Singapore), reporting, and HCBP project support. Handle confidential employee information, coordinate training, assist with employee queries, and improve HR processes to ensure a seamless employee experience.

Serve as the primary relationship manager for a portfolio of institutional and private clients in the San Francisco region, driving retention and new business, coordinating tailored investment solutions with internal teams, leading proposals and onboarding, mentoring associates, and meeting targets for client satisfaction and net revenue growth.

Support execution of subscription, redemption, and asset transfer workflows for discretionary and advisory clients. Coordinate with investment managers, custodians, fund administrators, and legal to ensure documentation, AML/KYC compliance, and post-trade reporting are complete. Maintain accurate client account records, monitor portal activity, prepare ad hoc reporting, and communicate with third-party service providers to meet transaction and client objectives.

Produce monthly and quarterly performance reports for client portfolios, input and reconcile data, generate exhibits and benchmarks, perform quality control, track portfolio cash flows and private investment commitments, analyze variances versus benchmarks, respond to data requests, and provide client-focused reporting recommendations to investment teams.

Support processing and execution of cash and security transactions for client portfolios managed by the firm. Prepare wires, ETF and mutual fund trades, track executions, reconcile cash breaks, liaise with custodians and service providers, and support Treasury projects while improving controls and processes to reduce risk and increase scalability.

Support global secondaries investment process: source and screen deals, perform industry and portfolio due diligence, build financial models, prepare research and diligence reports, meet with fund and portfolio company executives, collaborate with investment and client teams, and contribute to non-transaction projects. Role includes travel and multi-year development/mentorship.

Support fund accounting and reporting for various fund vehicles by reconciling NAV, positions, cash, and expenses; review administrator-prepared financial statements; assist audits, regulatory filings, cash management, and stakeholder reporting; liaise with administrators, auditors, and internal teams; and perform ad hoc analyses to improve processes.

Senior investment leader responsible for managing and growing institutional and private client business in Hong Kong. Leads portfolio construction, asset allocation, manager selection, performance monitoring, client relationships, and team development. Drives business development and strategic planning in partnership with regional and global teams.