Global Head of Fund Finance - Managing Director 

New York, NY

Job Description

  • Liaise with internal and external clients on opportunities to improve the client experience and outcomes. 
  • Design and improve the control environment for Investor Relations in coordination with platform technology build outs. 
  • Work with the Product and Technology teams to design new and enhance existing platform functionality. 
  • Integrate new platform tools with existing workflows and processes. 
  • Iterate on management reporting and perfect client deliverables. 
  • Structure the team for efficiency and scale. 
  • Client Management and Education: 
  • Understand the platform and its various use cases and highlight and demonstrate the benefits to different client constituents. 
  • Understand different alternative investment asset types and fund structures and help others understand them. 
  • Understand the firms client base, including how they interact with our funds and technology and ensure sufficient resources are being deployed to manage their investments. 
  • Educate on all aspects of an alternative investment’s life cycle as well as taxes, terms, subscription processing, redemptions, transfers, and LOAs. 
  • Team Management and Training: 
  • Continue to hire and refine the organizational structure in line with global growth, client needs, and business needs. 
  • Look for efficiencies with respect to training and hiring to bring new client service associates online quickly and consistently grow the knowledge base. 
  • Drive change in processes, challenge the status quo, ensure the team has a client first and client centric mentality, and has the tools to deliver on it. 
  • Ensure best in class training programs for the existing team and all new hires. 
  • Assist in Fund Raising Activities: 
  • Oversee all aspects of onboarding new clients and investors. 
  • Manage subscription activities and fund raising across many funds per week including working with third party admins to clear clients and managing close processes. 
  • Oversee the management of all fund related transactional processes related to a client subscription. This includes but is not limited to LOAs, transfers, and redemptions. 
  • Shepherd incoming investors via their advisors throughout the lifecycle of the investment process. 
  • Oversee and manage all investment related communications across our client base. 


  • Bachelor’s Degree in a related field 
  • 15+ years of experience in financial services, preferably in a client services or investor relations role. Experience with alternative investments is a plus 
  • Excellent leadership and managerial skills, emotional intelligence, diplomatic, charismatic, persuasive, and credible to a wide variety of audiences, both internal and external 
  • Passion for the application of innovative technology 
  • Strong written, verbal, and interpersonal communication skills 
  • Willingness to learn new topics and work in an evolving, entrepreneurial business environment 
  • Able to work well in a cross-functional, matrix management environment with a highly collaborative, team-oriented approach to problem-solving 
  • Effectively prioritize tasks, meet deadlines, and work under pressure with a high level of attention to detail 
  • Experience managing a global team of people 
Hedge Fund



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