Associate, Focus Investment Partners

SCS; New York (NY); On-site; USD 85,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

Comprehensive benefits

Job summary

SCS is seeking an Associate to support its Focus Investment Partners fundraising platform, contributing to operational execution, investor servicing, onboarding, and project management. You will work closely with senior team members and help drive day-to-day fundraising activities while gaining exposure to private markets and institutional fundraising.

The role suits an early-career professional with interest in investment operations, private funds, or investor relations.

Qualifications

• Bachelor's degree in Finance, Economics, Business, Accounting, or a related field.
• 0-2+ years of professional experience in investment operations, private funds, fund administration, asset management, wealth management, investor relations, or a related financial services environment.
• Strong organizational and project management skills with attention to detail and follow-through.
• Experience with CRM systems, investor databases, fundraising platforms is preferred.
• Advanced proficiency with Microsoft Excel, PowerPoint, and Outlook.

Responsibilities

• Provide operational and administrative support for the firm's private equity and venture capital fundraising platform.
• Help drive execution and coordination across fundraising processes, ensuring documents, trackers, follow-ups, approvals, and deliverables move forward accurately and on schedule.
• Coordinate investor meetings, conference participation, fundraising events, and internal team activities.
• Prepare meeting materials, fundraising presentations, investor communications, reporting packages, and organizational materials for internal and external use.
• Manage investor records, CRM updates, fundraising pipelines, relationship management documentation, and internal tracking systems.
• Assist with investor onboarding, subscription documentation, close trackers, due diligence requests, data room access, and ongoing investor information requests.
• Coordinate and follow up with third-party administrators, custodians, platforms, and service providers to support fundraising and onboarding workflows.
• Serve as a point person for existing client relationships by responding to inquiries, coordinating follow-ups, resolving operational issues, and ensuring a high level of responsiveness and service.
• Track fundraising activity, investor engagement, outstanding action items, and key business development initiatives across the platform.
• Support senior team members by coordinating follow-up actions, maintaining project timelines, and ensuring operational workflows are executed efficiently and accurately.
• Partner with internal teams across investments, operations, compliance, legal, and marketing to support fundraising, onboarding, and investor relations efforts.
• Assist in developing and improving processes, reporting, organizational systems, and operational workflows to enhance team efficiency and scalability.
• Conduct research and analysis on investors, market trends, fundraising opportunities, and industry developments as needed.
• Support manager review and diligence processes by helping organize materials, summarize information, maintain diligence notes, and coordinate internal review workflows.
• Participate in client and investor meetings to gain exposure to relationship management, fundraising activities, and private markets investing.
• Take on increasing responsibility for investor communications, diligence coordination, relationship support, and fundraising initiatives as experience and knowledge develop.

Skills

Fundraising operations

Education

Bachelor's degree in Finance, Economics, Business, Accounting, or related field

Tools

CRM systems

Job description

Job Description Summary The Associate, Focus Investment Partners will support the firm's private equity and venture capital fundraising platform through a combination of operational execution, investor servicing, administrative coordination, and project management responsibilities. Working closely with senior team members, this individual will help drive the day-to-day execution behind fundraising processes, investor communications, reporting, onboarding, and relationship management activities while gaining exposure to private markets and institutional fundraising.

Job Description Summary The Associate, Focus Investment Partners will support the firm's private equity and venture capital fundraising platform through a combination of operational execution, investor servicing, administrative coordination, and project management responsibilities. Working closely with senior team members, this individual will help drive the day-to-day execution behind fundraising processes, investor communications, reporting, onboarding, and relationship management activities while gaining exposure to private markets and institutional fundraising.

This role is ideal for an early-career professional with experience or interest in investment operations, private funds, investor relations, or fundraising support who is highly organized, detail-oriented, self-sufficient, and eager to learn. The position requires someone who can quickly absorb internal processes, proactively ask questions, and ultimately take ownership of recurring workflows and operational responsibilities with minimal oversight.

The near-term focus of the role is execution-heavy operational support across fundraising and investor servicing activities, with longer-term growth opportunities into investor relations, diligence support, fundraising strategy, and business development.

Job Description

Primary Responsibilities

• Provide operational and administrative support for the firm's private equity and venture capital fundraising platform.
• Help drive execution and coordination across fundraising processes, ensuring documents, trackers, follow-ups, approvals, and deliverables move forward accurately and on schedule.
• Coordinate investor meetings, conference participation, fundraising events, and internal team activities.
• Prepare meeting materials, fundraising presentations, investor communications, reporting packages, and organizational materials for internal and external use.
• Manage investor records, CRM updates, fundraising pipelines, relationship management documentation, and internal tracking systems.
• Assist with investor onboarding, subscription documentation, close trackers, due diligence requests, data room access, and ongoing investor information requests.
• Coordinate and follow up with third-party administrators, custodians, platforms, and service providers (including CAIS, Ultimus, and similar partners) to support fundraising and onboarding workflows.
• Serve as a point person for existing client relationships by responding to inquiries, coordinating follow-ups, resolving operational issues, and ensuring a high level of responsiveness and service.
• Track fundraising activity, investor engagement, outstanding action items, and key business development initiatives across the platform.
• Support senior team members by coordinating follow-up actions, maintaining project timelines, and ensuring operational workflows are executed efficiently and accurately.
• Partner with internal teams across investments, operations, compliance, legal, and marketing to support fundraising, onboarding, and investor relations efforts.
• Assist in developing and improving processes, reporting, organizational systems, and operational workflows to enhance team efficiency and scalability.
• Conduct research and analysis on investors, market trends, fundraising opportunities, and industry developments as needed.
• Support manager review and diligence processes by helping organize materials, summarize information, maintain diligence notes, and coordinate internal review workflows.
• Participate in client and investor meetings to gain exposure to relationship management, fundraising activities, and private markets investing.
• Take on increasing responsibility for investor communications, diligence coordination, relationship support, and fundraising initiatives as experience and knowledge develop.

Qualifications

• Bachelor's degree in Finance, Economics, Business, Accounting, or a related field.
• 0-2+ years of professional experience in investment operations, private funds, fund administration, asset management, wealth management, investor relations, or a related financial services environment.
• Strong organizational and project management skills with exceptional attention to detail and follow-through.
• Demonstrated ability to manage multiple priorities, workflows, and deadlines in a fast-paced environment.
• Self-sufficient, proactive, and comfortable taking ownership of recurring processes and operational responsibilities.
• Quick learner with the ability to absorb new systems, workflows, and fundraising processes efficiently.
• Demonstrated initiative, curiosity, and desire to learn the private markets and fundraising business.
• Advanced proficiency with Microsoft Excel, PowerPoint, and Outlook.
• Experience working with CRM systems, investor databases, fundraising platforms, or operational tracking tools preferred.
• Familiarity with private fund structures, subscription workflows, or investor onboarding processes is a plus.

This position is an exempt position. The annualized base pay range for this role is expected to be between $85,000-$90,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k).

SCS, Focus Partners Family Office and OCIO is a fiduciary wealth and investment management firm serving some of the world's most ambitious wealth creators - ultra-high-net-worth individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build multi-generational legacies.

SCS delivers an integrated family office and investment platform that brings together sophisticated multi-asset class portfolio management, access to private investments, holistic wealth and estate planning, next-generation education, and purpose-driven advisory. SCS is supported by a modern, scalable technology infrastructure that enhances its ability to deliver a seamless, proactive, white-glove client experience.

SCS is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. Learn more at scsfinancial.com or follow the company on LinkedIn.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

The following language is for US based roles only

EEO Statement

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]

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For Maryland Applicants

I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants

If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants

Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.

The Company complies fully with the Americans with Disabilities Act.