Fund Setup & Launch Operations Specialist

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

Job summary

A financial services firm in New York seeks a Fund Setup Specialist to coordinate the operational setup of new investment funds. The role involves collaborating with various internal teams and external partners to ensure all necessary processes and documentation are in place before fund launch. Ideal candidates will have a Bachelor's degree and strong organizational skills, along with experience in fund operations and compliance. Competitive compensation between $140,000 and $185,000 annually offered.

Qualifications

• Bachelor’s degree in a relevant field preferred.
• Proficiency in Excel with exposure to fund accounting systems is a plus.
• Experience in fund setup or operations is preferred.

Responsibilities

• Coordinate the end-to-end setup of new investment funds prior to launch.
• Manage relationships with external service providers.
• Oversee operational setup across trading, accounting, reporting, and investor servicing systems.

Skills

Organizational skills

Attention to detail

Strong written and verbal communication

Education

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

Tools

Excel

Job description

A financial services firm in New York seeks a Fund Setup Specialist to coordinate the operational setup of new investment funds. The role involves collaborating with various internal teams and external partners to ensure all necessary processes and documentation are in place before fund launch. Ideal candidates will have a Bachelor's degree and strong organizational skills, along with experience in fund operations and compliance. Competitive compensation between $140,000 and $185,000 annually offered.