A leading recruitment agency is seeking a Fund Setup Analyst in New York to coordinate the operational setup of new investment funds. The role requires a Bachelor's degree and a strong understanding of fund structures. Candidates should have exceptional organizational skills and proficiency in Excel. This position supports investment teams and ensures compliance for fund launches, making it an exciting opportunity for those interested in asset management operations.
Qualifications
Understanding of investment fund structures and asset management operations.
Proficiency in Excel, familiarity with fund administration systems is a plus.
Ability to manage multiple workstreams and deadlines simultaneously.
Responsibilities
Support the end-to-end setup and launch of new investment funds and vehicles.
Coordinate fund onboarding with administrators, custodians, prime brokers, banks, and service providers.
Assist with fund structuring, documentation, and operational readiness processes.
Track completion of legal, compliance, tax, and operational requirements for fund launches.
Skills
Strong understanding of investment fund structures
Organizational skills
Project management skills
Attention to detail
Strong written and verbal communication
Proficiency in Excel
Education
Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
Job description
A leading recruitment agency is seeking a Fund Setup Analyst in New York to coordinate the operational setup of new investment funds. The role requires a Bachelor's degree and a strong understanding of fund structures. Candidates should have exceptional organizational skills and proficiency in Excel. This position supports investment teams and ensures compliance for fund launches, making it an exciting opportunity for those interested in asset management operations.