Fund Origination, AVP
Assistant Vice President - Fund Origination (Direct Investments)
Location: New York, NY (Hybrid)
Industry: Financial Technology / Alternative Investments
Employment Type: Full-Time
A leading fintech firm is seeking an experienced and driven Assistant Vice President to join its Fund Origination team, supporting the launch and lifecycle management of alternative investment products. This newly created role sits within the Client Success organization and plays a key part in onboarding fund managers and overseeing the full product lifecycle across a variety of fund structures and asset classes.
Key Responsibilities:
- Lead onboarding projects for new direct and registered investment products, ensuring timely and successful launches.
- Serve as the primary liaison between internal teams and external stakeholders, including asset managers, wealth managers, legal counsel, fund administrators, and transfer agents.
- Develop and refine internal processes for onboarding, product expansion, and lifecycle management.
- Act as a subject matter expert on platform capabilities and fund structures.
- Present new fund opportunities to internal decision-making groups and contribute to strategic product discussions.
- Support the rollout of new platform features that impact fund onboarding and management.
- Participate in ad hoc initiatives related to fund launches and operational improvements.
Qualifications:
- Bachelor's degree in Finance, Business, or a related field.
- Minimum 5 years of experience in product management, fund administration, or fund development, ideally within the alternative investments space.
- Strong understanding of fund structures and the investment lifecycle.
- Excellent communication and project management skills, with the ability to manage multiple priorities under tight deadlines.
- Proficiency in Microsoft Office and CRM tools.
- Collaborative, detail-oriented, and adaptable in a fast-paced, entrepreneurial environment.
Why Apply Now?
This is a unique opportunity to be part of a high-impact team at the center of innovation in alternative investments. You'll work closely with industry leaders and contribute to shaping the future of fund distribution and lifecycle management.
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