Fund Lifecycle Lead: Launch, Ops & Compliance

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A recruitment agency is looking for a Fund Lifecycle Specialist based in New York. This role involves overseeing the full lifecycle of investment funds, from setup to wind-down, requiring strong project management skills and a bachelor’s degree in finance or a related field. The ideal candidate will manage operational changes and coordinate with legal and compliance teams. A solid understanding of investment fund structures is preferred, alongside proficiency in Excel and excellent communication abilities. Competitive salary offered.

Qualifications

• Solid understanding of investment fund structures and asset management operations.
• Experience or exposure to fund operations, fund administration, compliance, or lifecycle management.
• Ability to manage multiple fund-related initiatives simultaneously.

Responsibilities

• Oversee fund activities across the full lifecycle, including setup, launch, ongoing operations, amendments, restructurings, and wind-downs.
• Coordinate fund onboarding, documentation, and regulatory filings.
• Manage operational changes and serve as a central point of contact.

Skills

Project management

Organizational skills

Attention to detail

Communication skills

Excel proficiency

Education

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

Tools

Fund accounting systems

Reporting platforms

Job description

A recruitment agency is looking for a Fund Lifecycle Specialist based in New York. This role involves overseeing the full lifecycle of investment funds, from setup to wind-down, requiring strong project management skills and a bachelor’s degree in finance or a related field. The ideal candidate will manage operational changes and coordinate with legal and compliance teams. A solid understanding of investment fund structures is preferred, alongside proficiency in Excel and excellent communication abilities. Competitive salary offered.