Fund Origination Vice President

Overview

• Serve as Vice President within the Fund Origination team, focusing on product development, structuring, and lifecycle management for alternative investment vehicles.
• Lead initiatives to onboard and manage funds investing alongside third-party alternative asset managers for wealth management channels.
• Collaborate with asset and wealth managers to structure and launch funds meeting client, regulatory, and commercial requirements.
• Coordinate cross-functional efforts to ensure efficient and successful fund launches from concept to execution.
• Oversee the creation and refinement of marketing materials supporting fund origination and lifecycle management.
• Engage with internal Legal and Compliance teams to secure necessary reviews and approvals for fund initiatives.
• Contribute to strategic projects and ad hoc fund launch initiatives to enhance service offerings.
• Provide leadership in product management decisions for existing funds on the menu.

Key Responsibilities & Duties

• Lead structuring and execution of fund origination initiatives, ensuring alignment with organizational goals.
• Drive cross-functional coordination to facilitate timely and efficient fund launches.
• Partner with asset managers to develop and launch funds tailored to client needs and regulatory standards.
• Manage the development and distribution of marketing materials for fund lifecycle activities.
• Collaborate with Legal and Compliance teams to ensure adherence to regulatory requirements.
• Prepare materials for new fund approvals and coordinate launch-related documentation.
• Shape service offerings by leveraging expertise across multiple fund structures and strategic initiatives.
• Support ad hoc projects and initiatives to enhance fund origination processes.

Job Requirements

• Bachelor’s degree in finance, business, or a related field is required.
• Minimum of 10 years of experience in product structuring, fund administration, or custodial relationships.
• Strong expertise in alternative investments, focusing on various fund structures and lifecycle management.
• Proficiency in Microsoft Office and strong analytical skills for data-driven decision-making.
• Excellent verbal and written communication skills to convey complex concepts effectively.
• Detail-oriented and capable of managing multiple tasks within tight deadlines.
• Positive attitude and adaptability to thrive in a fast-paced entrepreneurial environment.
• Proven ability to prioritize assignments and deliver high-quality results.