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Client service, marketing and fundraising (50-70% of time spent)
Maintain and develop a database of prospective investors and lead marketing and fundraising effort
Actively engage with targeted potential investors to increase assets under management
Identify and manage relationships with a limited number of distributors
Manage investors relations, including subscription and redemption of funds
Develop and execute business development strategy
Process optimization and management of service providers (20-30%)
Liaise with external parties including banks, brokers, custodians, administrators, auditors and other service providers
Optimize internal systems and processes and update operating manuals
Ensure the operating procedures comply with regulatory and company requirements
Perform data analysis
Daily operations (10-20%)
Assume responsibility for daily trade settlement (limited active trading) and monthly NAV reconciliation
Participate in weekly investment committee
5 to 10 years fund management, investor relations and/or operations experience in a buy-side firm, ideally in a similar position covering both operational and fundraising responsibilities
Previous experience as a research analyst in a public equity investment firm would be valuable
Knowledge of trade settlement, cash and valuation reconciliation as well as compliance check and internal control preferable
Strong analytical and communication skills, good with numbers, high level of attention to details and data accuracy
Inquisitive with a critical mindset, independent and self-motivated
Fluency in English mandatory
We are open to receiving applications with no previous industry experience from smart, self-driven individuals with strong business sense who are excited to join an investment firm and work in an entrepreneurial and fast-growing environment.
Internal Number: 7855164
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