Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Job Description
LP Transfer Administration
- Serve as the primary coordinator for LP transfer requests across Ares-managed funds.
- Act as the central point of contact for transferring investors, transferees, fund administrators, legal counsel, tax, fund accounting, and internal stakeholders.
- Receive, review, and log incoming transfer requests.
- Maintain transfer request trackers and workflow dashboards, ensuring accurate status reporting and timely follow-up.
- Coordinate the collection and review of required transfer documentation and supporting materials.
- Source, prepare, and distribute standard transfer documentation and ancillary forms.
- Monitor transaction progress and proactively manage outstanding action items to facilitate timely completion.
Transaction Coordination
- Coordinate the end-to-end transfer process from initiation through execution and recording.
- Liaise with internal and external legal counsel regarding transfer documentation, comments, and negotiated changes.
- Coordinate AML/KYC onboarding requirements with Compliance and third-party service providers.
- Facilitate delivery of completed transfer documentation to fund administrators and other stakeholders for processing and record updates.
- Escalate complex or non-standard transfer requests to appropriate stakeholders for review and approval.
Process Management & Reporting
- Develop, maintain, and enhance policies, procedures, workflows, and operating manuals relating to LP transfer activity.
- Identify opportunities to streamline transfer processes and improve operational efficiency.
- Maintain detailed records and audit trails supporting transfer activity.
- Produce regular management reporting on transfer activity, including active, completed, pending, and cancelled transfers.
- Monitor key performance indicators and service levels for transfer processing.
- Support implementation of workflow tools, automation initiatives, and reporting solutions.
Stakeholder Management
- Build effective working relationships with Investor Relations, Legal, Compliance, Finance, Fund Administration, and external service providers.
- Provide timely and professional communication to investors and counterparties throughout the transfer process.
- Support internal stakeholders with information requests and status updates.
- Assist with special projects and process improvement initiatives relating to fund operations.
Qualifications
Education
Bachelor’s degree in Finance, Accounting, Business Administration, Economics, Law, or a related discipline.
Experience Required
- 6–10 years of relevant experience within private equity, private credit, fund administration, investor services, transfer agency, fund operations, legal operations, or financial services.
- Experience supporting investor onboarding, subscription processing, LP transfers, fund administration, or related operational activities.
- Understanding of private fund structures, partnership agreements, and investor lifecycle events.
- Experience coordinating activities across multiple internal and external stakeholders.
- Experience maintaining operational trackers, workflow management tools, and management reporting.
- Strong proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
- Experience with CRM, investor servicing, fund administration, or workflow management platforms preferred.
- Prior experience within alternative asset management, private markets, or fund administration strongly preferred.
General Requirements
- Excellent written and verbal communication skills.
- Strong organizational and project management capabilities.
- Exceptional attention to detail and commitment to accuracy.
- Ability to manage multiple concurrent transactions and competing priorities.
- Strong analytical and problem-solving skills.
- Ability to work independently while maintaining strong collaboration with global teams.
- Professional and client-service-oriented approach to stakeholder interactions.
- Sound judgment and ability to appropriately elevate issues.
- Process-oriented mindset with a focus on continuous improvement and operational excellence.
- Comfortable working across multiple jurisdictions and time zones.
- Ability to handle confidential and sensitive information with discretion.
Reporting Relationships
Principal, Fund Launch, Onboarding and Wind Down