Transfers Associate

Fund Services Group; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

Fund Services Group is seeking a Transfers Associate in Legal & Compliance to deliver white glove service to clients and investors while upholding FSG Principles. This role emphasizes timely tracking of ownership changes, coordination with custodians and counsel, and strengthening client compliance programs.

The position leverages a primarily remote work model with occasional in-person training or site support as needed; base salary ranges from $60,000 to $80,000, with quarterly profit-based

Qualifications

• Be a team player with an enthusiastic work ethic.
• Learn all we teach you quickly, comprehensively, and enthusiastically.
• Be exceptional in organizational and written communication skills.
• Have an exacting attention to detail.
• Be exemplary in prioritization and multi-tasking in a fast-paced environment.
• Be proficient in Microsoft Office Suite.

Responsibilities

• Deliver white glove service and honor the FSG Principles while:
• Support the change of ownership for investor interests in client managed funds
• Track reassignment timelines, approvals, and closing requirements to support timely completion
• Liaise with custodians, fund administrators, and external counsel as needed
• Serve as a point of contact for clients, custodians, fund administrators, and internal stakeholders to facilitate exemplary communication
• Assist in reviewing, monitoring, and enhancing client compliance programs to support ongoing regulatory requirements
• Develop foundational knowledge of private equity fund structures and LP mechanics.

Skills

Team player

Quick learner

Organizational skills

Written communication

Attention to detail

Prioritization & multitasking

MS Office

Job description

FSG is the opportunity to learn and experience the finance industry for a people-oriented, hard-working, team player. Our unique culture is built by the team and for the team. Our compensation structure provides unlimited upside to our team members. We will teach you all that you need to know to be successful on our team, so we do not require any specific degree or work history. We just hope you are as non-traditional and eager to prove yourself as we are!

Transfers Associate (Legal & Compliance)

Your key responsibilities are to deliver white glove service and honor the FSG Principles while:

• Support the change of ownership for investor interests in client managed funds
• Track reassignment timelines, approvals, and closing requirements to support timely completion
• Liaise with custodians, fund administrators, and external counsel as needed
• Serve as a point of contact for clients, custodians, fund administrators, and internal stakeholders to facilitate exemplary communication
• Assist in reviewing, monitoring, and enhancing client compliance programs to support ongoing regulatory requirements
• Develop foundational knowledge of private equity fund structures and LP mechanics.

Our requirements for you as an applicant are simple:

• Be a team player with an enthusiastic work ethic
• Learn all we teach you quickly, comprehensively, and enthusiastically
• Be exceptional in your organizational and written communication skills
• Have an exacting attention to detail
• Be exemplary in prioritization and multi-tasking in a fast-paced environment
• Be proficient in Microsoft Office Suite

If you excel in your responsibilities and fulfill your requirements, our commitment to you is:

• Base salary commensurate with experience and success: The annual base salary range for this position is $60,000 to $80,000
• Quarterly bonus that offers unlimited potential growth - 1/3 rd of our profits (no matter how much) are shared with our team in bonuses each quarter

We are primarily a remote work company, but some of the training for this role may be best delivered in-person leveraging client sites or local coworking locations. Our clients also ask us to provide on-site support from time-to-time. In the interview process, we can outline expectations about what, if any, in-person training or support time is expected to be required for this role.

You will be successful when you deliver exemplary service to our clients and their investors, fulfill the FSG vision and purpose, and bring success to the entire FSG team. We are excited to have you join our team and appreciate your interest in joining us on a journey to success!