Fund Manager

Initio Capital; New York (NY); Hybrid; USD 120,000 - 170,000; Full time

Job summary

A leading recruitment agency is seeking an Entry-Level Fund Manager located either in San Francisco or New York. This role focuses on supporting investment strategies, managing portfolios, and analyzing investment opportunities across various asset classes. Candidates should have a Bachelor's degree in Finance or related fields and demonstrate a strong interest in financial analysis and investment management. Competitive annual compensation ranges from $120,000 to $170,000.

Qualifications

• Bachelor's degree in relevant fields such as Finance or Economics.
• Understanding of financial analysis and investment strategy.
• Strong analytical skills and interest in investment.

Responsibilities

• Evaluate investment opportunities across various asset classes.
• Build financial and investment models.
• Assist in decision-making for capital deployment.

Skills

Financial analysis

Detailed attention

Written communication

Verbal communication

Market interest

Education

Bachelor’s degree in Finance, Economics, Business, Engineering

Job description

Full-time, Part-time, Contract, Temporary, Internship, Casual

Remote | New York, NY, United States

Fund Manager (Entry-Level) – Initio Capital Talent Network

Location: San Francisco, CA or New York, NY
Employment Type: Full-Time
Estimated Compensation: $120,000 – $170,000 total annual compensation (varies by fund, strategy, and employer)

About This Posting

This job description represents a sample Fund Manager position commonly found through the Initio Capital Talent Network. It is provided to help job seekers understand the responsibilities and qualifications typically associated with early-career fund management and investment roles.

Actual openings vary depending on fund strategy, asset class, and employer needs.

For more information on the Initio Capital Talent Network, visit:
https://initiocapital.com/assessment

Position Overview

Fund Managers support investment strategy execution, portfolio management, and capital allocation initiatives across public and private markets. These roles involve analyzing investment opportunities, monitoring portfolio performance, and supporting decision-making related to asset allocation and risk management.

Fund Managers often collaborate with investment analysts, senior portfolio managers, operations teams, and fund leadership.

Key Responsibilities

• Evaluate potential investment opportunities across relevant asset classes
• Build financial, valuation, and investment models
• Support investment due diligence across financial, market, operational, and risk dimensions
• Conduct industry research, market analysis, and competitive benchmarking
• Assist with portfolio construction, rebalancing, and performance monitoring
• Support investment decision-making and capital deployment processes
• Prepare investment memoranda, reports, and presentation materials for internal stakeholders

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Business, Engineering, or a related discipline
• Understanding of financial analysis, valuation, and investment strategy concepts
• Experience in asset management, investment banking, equity research, private equity, venture capital, or hedge funds (preferred but not required)
• Strong analytical skills and attention to detail
• Clear written and verbal communication abilities
• Interest in markets, investing, and portfolio management

About the Initio Capital Talent Network

The Initio Capital Talent Network provides candidates with tools and resources to pursue opportunities similar to this role. Support may include:

• Skills-based role and strategy matching
• Assistance with resume and investment profile customization
• General guidance on outreach to fund managers and investment teams
• Interview preparation for investment analysis, markets, and portfolio-focused assessments

To learn more or express interest in fund management and investment roles, visit:
https://initiocapital.com/assessment