Vice President, Alternative Investment Services

Focus Financial Partners; Boston (MA); On-site; USD 120,000 - 140,000; Full time

Job summary

Focus Financial Partners’ SCS Alternative Investment Services team seeks a Vice President to lead day-to-day execution across investment onboarding, fund operations, fundraising, investor communications, and fair value support. The role requires coordinating across stakeholders, managing complex workflows, and mentoring junior team members.

The successful candidate will drive accurate operational execution, scalable controls, and data integrity while contributing to process improvements and

Qualifications

• 7+ years of relevant experience in alternative investment operations or related role.
• Bachelor’s degree in finance, economics, accounting, business, or related discipline.
• Hands-on iLEVEL experience incl. investment structures, commitments, cash flows, valuations, dashboards & reporting data.
• Experience valuing direct private company investments.
• Knowledge of alternative investments (private equity, VC, real assets, hedge funds, direct investments).
• Experience with investment subscription docs, onboarding, AML/KYC processes.
• Ability to manage complex workflows and coordinate across investment, compliance, legal, finance, and client-facing teams.
• Strong analytical skills, high attention to detail, and issue escalation.
• Excellent organizational, prioritization, and project management skills; strong communication.

Responsibilities

• Lead Team Execution & Workflow Leadership, prioritizing deadlines and coaching juniors.
• Oversee onboarding of managers and funds from approval to servicing; ensure accurate setup in systems.
• Lead AML/KYC processes and due diligence; maintain relationships with fund admins and compliance teams.
• Oversee integrity of data across iLEVEL, Addepar, and related platforms.
• Coordinate private investment fundraising: planning, CRM governance, reporting to investor teams.
• Draft investor communications; prepare quarterly letters and handle secondary sales messaging.
• Lead fair value process for private investments; review valuations and documentation.
• Drive special projects: new fund structures, tech implementations, process redesign, and automation.

Skills

Analytical skills

Attention to detail

Organizational skills

Prioritization

Project management

Written and verbal communication

Mentoring

Team leadership

Independent workflow management

Education

Bachelor’s degree in finance, economics, accounting, business

Tools

iLEVEL

Addepar

CRM platforms

Data visualization

Workflow tools

Microsoft Excel

Job description

Job Description Summary:

SCS is seeking a Vice President to join its Alternative Investment Services team. This individual will help lead the day-to-day execution of a broad set of responsibilities spanning investment onboarding, fund operations, fundraising, investor communications, private investment reporting, and fair value support. The role requires a professional who can independently manage complex workflows, establish priorities, coordinate across stakeholders, and provide reliable oversight while remaining willing to execute critical details directly.

The successful candidate will serve as a senior resource on the team, helping translate investment activity into accurate operational execution, high-quality data, and clear investor communications. The position offers meaningful exposure to SCS’s alternative investment platform and the opportunity to improve processes, mentor junior team members, and help the team scale.

Job Description:

Primary Responsibilities

• Team Execution & Workflow Leadership: Help manage the team’s day-to-day operating cadence, prioritize competing deadlines, allocate work, identify risks, and ensure timely completion of recurring and ad hoc deliverables. Serve as an escalation point, provide quality control, and coach junior team members while maintaining hands-on ownership of critical workflows.
• Investment Manager Onboarding & Lifecycle Oversight: Lead complex manager and fund onboarding processes from investment committee approval through closing and ongoing servicing. Oversee execution of commitments, subscriptions, redemptions, transfers, side letters, and related investment documentation; ensure accurate investment setup in iLEVEL, Addepar, and internal systems; coordinate with investment teams, legal, compliance, client advisors, and operational stakeholders; and establish scalable controls for deadlines, approvals, documentation, and data integrity.
• AML / KYC & Investor Due Diligence: Lead fund-level AML/KYC processes and periodic refreshes, including resolution of complex beneficial ownership, tax, certification, and investor eligibility requests. Maintain strong relationships with investment managers’ fund administrators, legal counsel, compliance teams, and internal stakeholders, while helping to improve standards for documentation, tracking, escalation, and audit readiness.
• Investment Data, Systems & Controls: Act as a senior iLEVEL resource and help oversee the integrity of commitment, capital activity, valuation, ownership, and reference data across iLEVEL, Addepar, and related platforms.
• Private Investment Fundraising Coordination: Help manage fundraising execution for SCS-managed private investment vehicles, including launch planning, demand tracking, CRM governance, closing coordination, and regular reporting to investment and client teams. Synthesize fundraising information for leadership, surface risks and decision points, and help coordinate communications and execution across internal and external investors.
• Investor Communications: Assist with drafting and producing quarterly and ad hoc investor communications covering capital activity, fund developments, performance, secondary sales, and other material events. Draft and review quarterly investor letters that connect results to underlying portfolio developments and coordinate operational support and investor messaging for significant secondary sales, including transaction rationale and expected impacts to portfolios and fund performance.
• Private Company Valuations: Help lead the fair value process for direct private company investments, including analysis of company performance, financing and transaction evidence, sponsor methodologies, market comparables, and other valuation inputs. Review valuation conclusions, draft and refine memoranda for Compliance and year-end auditors, coordinate responses to review questions, and strengthen documentation and controls around the process.
• Special Projects & Platform Development: Lead high-priority initiatives involving new fund structures, secondary transactions, technology implementations, process redesign, reporting automation, data governance, and firm integrations. Develop repeatable procedures, strengthen operating controls, and help scale the Alternative Investment Services platform.

Qualifications

The successful candidate will possess approximately 7+ years of relevant experience in alternative investment operations, private fund administration, fund-of-funds, investment management, or a related role. Experience supporting private investment programs and working across multiple stakeholders is strongly preferred.

• Bachelor’s degree in finance, economics, accounting, business, or a related discipline.
• Hands-on iLEVEL experience is preferred, including familiarity with investment structures, commitments, cash flows, valuations, building dashboards, and reporting data.
• Prior experience supporting the valuation of direct private company investments is strongly preferred, including analyzing company performance and valuation inputs and preparing related documentation.
• Working knowledge of alternative investments, including private equity, venture capital, real assets, opportunistic strategies, hedge funds, and/or direct investments.
• Experience with investment subscription documents, investment and manager onboarding, and AML/KYC processes.
• Demonstrated ability to independently manage complex workflows, review the work of others, and serve as a trusted point of coordination across investment, compliance, legal, finance, and client-facing teams.
• Strong analytical skills and exceptional attention to detail, with the judgment to identify inconsistencies and elevate issues appropriately.
• Excellent organizational, prioritization, and project management skills, including the ability to manage multiple deadlines and stakeholders.
• Strong written and verbal communication skills, with the ability to explain complex investment and operational topics clearly.
• Advanced proficiency in Microsoft Excel and strong proficiency in Word and PowerPoint.
• High level of professionalism, discretion, accountability, and commitment to client service.
• A process-improvement mindset and interest in using technology to strengthen controls and increase efficiency.
• Experience with Addepar, CRM platforms, data visualization, or workflow tools is a plus.
• Prior experience mentoring junior professionals or leading projects is strongly preferred.

This position is an exempt position. The annualized base pay range for this role is expected to be between $120,000–$140,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

SCS, Focus Partners Family Office and OCIO is a fiduciary wealth and investment management firm serving some of the world’s most ambitious wealth creators—ultra‑high‑net‑worth individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build multi‑generational legacies.

SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. SCS is supported by a modern, scalable technology infrastructure that enhances its ability to deliver a seamless, proactive, white‑glove client experience.

SCS is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. Learn more at scsfinancial.com or follow the company on LinkedIn.

To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

EEO Statement

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]

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If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants:

Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.