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Investment Onboarding Project Manager
| Company | IEQ Capital |
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| Location | Los Angeles, CA, USA |
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| Salary | $85000 – $120000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Junior, Mid Level |
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Requirements
- 1-3 years of relevant experience in investment operations, alternative investments, or fund onboarding.
- Strong organizational skills and attention to detail, with the ability to manage multiple projects simultaneously.
- Excellent communication and interpersonal skills for cross-functional collaboration.
- Ability to identify inefficiencies and implement solutions to optimize processes.
- Experience with DocuSign for subscription documentation and Salesforce for investment tracking.
Responsibilities
- Manage and oversee onboarding processes for alternative investments and SMAs, ensuring timely execution across legal, compliance, and subscription setup workflows.
- Evaluate feeder vs. direct fund structures and coordinate with the General Partner (GP) or internal teams to establish feeder vehicles.
- Collaborate with fund administrators and legal counsel to prepare, review, and execute necessary documentation (e.g., subscription agreements, offering memoranda).
- Utilize DocuSign and other tools to create and maintain efficient document workflows.
- Maintain accurate onboarding records in Salesforce, tracking progress and identifying potential bottlenecks.
- Work closely with internal and external legal teams to facilitate the review and execution of fund documentation.
- Conduct initial operational due diligence reviews, assess background checks, and escalate any identified risks to compliance.
- Ensure adherence to regulatory and compliance requirements for fund onboarding.
- Serve as a key point of contact for investment onboarding inquiries from internal teams.
- Develop step-by-step guides and training materials to enhance team understanding of onboarding processes.
- Host internal training sessions to educate client teams on investment workflows and new opportunities.
- Coordinate with the Research and Marketing teams to ensure accurate and timely distribution of marketing materials for new investments.
- Conduct post-onboarding reviews to identify inefficiencies and propose solutions to improve processes.
- Lead operational improvement projects aimed at optimizing investment onboarding workflows.
- Regularly assess and refine the role, finding innovative ways to add value to the platform management team.
Preferred Qualifications
- Knowledge of alternative investments, compliance standards, and operational processes in financial services.
- Experience working with fund administrators, legal teams, and investment research teams.
- Strong analytical and problem-solving abilities for diagnosing inefficiencies and process gaps.
- Familiarity with financial modeling, data analysis, or visualization tools (Python, SQL, Excel, R) is a plus.
