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Alternative Asset Manager · New York
Own investor reporting and service workflows, including quarterly reporting, DDQs, portfolio data requests, consultant databases, and other bespoke deliverables
Partner with Capital Formation on LP diligence and fundraising-related requests
Manage LP onboarding and closing processes alongside internal teams, administrators, and legal counsel
Coordinate with Investment and portfolio monitoring teams to collect and validate portfolio data
Build scalable processes and workflows for the Investor Services function
Partner with technology/data teams to identify opportunities for automation and AI-enabled process improvements
Collaborate with Accounting, Legal/Compliance, Investment, and other internal stakeholders
10+ years of experience in Investor Relations, Investor Services, Client Service, Credit Operations, or a related function
Experience within private credit, direct lending, private equity, or another alternative investment environment
Strong familiarity with loan tapes, corporate credit data, and institutional investor reporting
Experience supporting sophisticated institutional investors and complex diligence processes
Excellent organizational, project management, written, and verbal communication skills
Ability to operate independently and build processes in a fast-growing environment
Prior management experience is a plus
Please note: This role is 5 days per week in the office, with flexibility to work from home on Fridays during the summer.
Details
| Company | Alternative Asset Manager |
| Location | New York |
| Type | FULL TIME |
| Niche | Full-time |