Co-op, Alternative Investor Operations

Jobtailor; Massachusetts; On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking a detail-focused operations professional in Massachusetts to support daily activities around investor documentation and fund governance. You will help oversee private alternative investment funds and review agreements, partnering with Legal, Compliance, Sales, Product, and Tech teams to drive governance and efficiency.

You will operationalize investor agreements across the platform, support lifecycle execution, and contribute to process innovation in a fast-paced financial

Qualifications

• Must have strong work ethic and dedication to excellence.
• Attention to detail with a focus on accuracy and quality.
• Excellent analytical, communication, conceptual thinking and problem-solving skills.
• General awareness of financial markets and products.
• Ability to adapt and learn quickly in complex situations.
• Strong judgment to prioritize initiatives by urgency, risk and impact.
• Ability to communicate effectively within a team and with senior leadership.
• Must not require immigration sponsorship for this position.
• Must satisfy restrictions related to criminal histories under financial-services laws.

Responsibilities

• Support daily operations for offering and investor documentation.
• Support oversight processes for private alternative investment funds.
• Review private fund documentation and vet key provisions.
• Operationalize investor agreements across the platform.
• Partner with Legal, Compliance, Sales, Product, and Technology teams.
• Contribute to process innovation, governance, and operational excellence.
• Support consistent execution across the investor lifecycle.

Skills

Outstanding work ethic

Attention to detail

Analytical thinking

Problem-solving abilities

Financial markets awareness

Adaptability

Prioritization and judgment

Effective communication

Compliance awareness

Job description

• Support daily operations for offering and investor documentation
• Support general oversight processes for private alternative investment funds
• Review private fund documentation and vet key provisions
• Operationalize investor agreements across the alternatives platform
• Partner with Legal, Compliance, Sales, Product, and Technology teams
• Contribute to process innovation, governance, and operational excellence
• Support consistent execution across the investor lifecycle

Requirements

• Outstanding work ethic
• Attention to detail and dedication to excellence
• Exceptional analytical, communication, conceptual thinking, and problem-solving abilities
• General awareness of financial markets and products
• Ability to adapt and learn quickly, including in complex situations and problem solving
• Judgment in assessing urgency, risk, and impact to effectively prioritize competing initiatives
• Ability to communicate effectively within the team and potentially with senior leadership
• Must not require immigration sponsorship for this position
• Must satisfy applicable restrictions related to criminal histories under financial-services laws and regulations

Core Competencies

Demonstrates strong analytical and communication skills to support operational excellence in private alternative investment funds, while ensuring compliance with financial services regulations. Capable of effectively collaborating with cross-functional teams to enhance investor documentation processes and governance.

Highest-signal resume keywords

• Operational Support for Private Funds
• Investor Documentation Review
• Analytical and Problem-Solving Skills
• Cross-Functional Team Collaboration
• Financial Markets Awareness

Hard Skills

• Private Fund Documentation Review
• Operational Excellence
• Process Innovation
• Governance
• Investor Lifecycle Management

Soft Skills

• Attention to Detail
• Exceptional Communication
• Conceptual Thinking
• Judgment in Prioritization
• Adaptability

Industry Keywords

• Private Alternative Investment Funds
• Financial Services Regulations
• Investor Agreements
• Compliance
• Risk Assessment