Fund Origination Associate / Assistant Vice President

Overview

• Contribute to fund origination initiatives, focusing on product development, structuring, and lifecycle management across diverse alternative investment vehicles.
• Collaborate with asset and wealth managers to structure and launch funds meeting regulatory and commercial requirements.
• Drive cross-functional coordination to ensure efficient and successful fund launches.
• Oversee the creation of marketing materials and coordinate with internal legal and compliance teams.
• Prepare and manage materials for fund approvals and launches, ensuring alignment with strategic goals.
• Leverage expertise to shape service offerings across multiple fund structures.
• Support ad hoc initiatives and strategic projects as needed within the fund origination team.

Key Responsibilities & Duties

• Lead structuring and execution of fund origination initiatives from concept through launch.
• Collaborate with asset managers and wealth managers to align fund structures with client needs.
• Coordinate with internal teams to ensure compliance and obtain necessary approvals.
• Develop and oversee marketing materials for new fund launches.
• Manage product decisions for existing funds on the menu.
• Contribute to shaping service offerings across diverse fund structures.
• Support strategic projects and initiatives to enhance fund origination processes.

Job Requirements

• Bachelor’s degree in finance, business, or related field required.
• Minimum of 3 years of product structuring experience; 5 years preferred.
• Experience in alternative investments with focus on fund structures.
• Proficiency in Microsoft Office and strong analytical skills.
• Excellent verbal and written communication skills.
• Detail-oriented and capable of managing multiple tasks effectively.
• Positive attitude and adaptability in a fast-paced environment.