Senior Associate, Private Fund Transitions

eTeam; Chicago (IL); Hybrid; USD 80,000 - 100,000; Full time

Job summary

eTeam is seeking a Sr Associate, Private Fund Transitions to support the Distribution and Client Services teams in onboarding Institutional and High Net Worth clients. This critical role ensures seamless client service and relationship management while maintaining accurate data across various internal systems.

The ideal candidate will have a Bachelor's Degree and over 7 years of financial services experience, alongside familiarity in private equity. Excellent organizational and communication skills are essential for managing multiple investor cases in a fast-paced environment.

Qualifications

• Bachelor's Degree required.
• 7+ years’ experience in financial services required.
• Familiarity in private equity/alternative investments is a plus.
• Knowledge of MS Word, Excel, PowerPoint, and Acrobat required.
• Excellent oral and written skills; strong relationship management skills are essential.
• Attention to detail and strong organizational skills.
• Ability to prioritize tasks and manage multiple investor cases in a fast-paced environment.
• Highly self-motivated and capable of working independently.

Responsibilities

• Deliver high-quality client service experience rooted in professionalism.
• Assist senior team members with investor onboarding and documentation processing.
• Foster cross-functional collaboration with key stakeholders.
• Facilitate client contractual obligations and maintain records.
• Conduct routine data quality checks and escalate discrepancies.

Skills

Financial services experience

Familiarity with private equity/alternative investments

Knowledge of MS Word

Knowledge of Excel

Knowledge of PowerPoint

Excellent oral and written skills

Strong relationship management skills

Attention to detail

Strong organizational skills

Ability to prioritize tasks

Education

Bachelor's Degree

Job description

eTeam is seeking a Sr Associate, Private Fund Transitions to support the Distribution and Client Services teams in onboarding Institutional and High Net Worth clients. This critical role ensures seamless client service and relationship management while maintaining accurate data across various internal systems.

The ideal candidate will have a Bachelor's Degree and over 7 years of financial services experience, alongside familiarity in private equity. Excellent organizational and communication skills are essential for managing multiple investor cases in a fast-paced environment.