Associate at Focus Investment Partners - ScoutJobs - The AI-curated global job board
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Associate

Focus Investment PartnersAssociate

Perks & benefits

Annual LeaveMedical InsurancePaid Leave

Requirements

Bachelor's degree in Finance, Economics, or Business, 0-2+ years experience in investment operations or asset management, Proficiency in Microsoft Excel and PowerPoint, Strong organizational and project management skills

Skills

FinanceM&A

About the role

Responsibilities

  • Provide operational and administrative support for private equity and venture capital fundraising
  • Coordinate fundraising processes, including documents, trackers, and deliverables
  • Manage investor meetings, fundraising events, and internal team activities
  • Prepare meeting materials, presentations, and investor communications
  • Maintain investor records, CRM updates, and fundraising pipelines
  • Assist with investor onboarding, subscription documentation, and due diligence requests
  • Coordinate with third-party administrators, custodians, and service providers
  • Serve as a point of contact for existing client inquiries and operational issues
  • Track fundraising activity and key business development initiatives
  • Partner with internal investment, operations, compliance, and legal teams
  • Conduct research on investors, market trends, and industry developments

Requirements

  • Bachelor’s degree in Finance, Economics, Business, Accounting, or related field
  • 0–2+ years of experience in investment operations, private funds, or asset management
  • Strong organizational and project management skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Advanced proficiency in Microsoft Excel, PowerPoint, and Outlook
  • Experience with CRM systems or investor databases preferred

Preferred Qualifications

  • Familiarity with private fund structures and subscription workflows
  • Experience with investor onboarding processes

About the Company

SCS is a fiduciary wealth and investment management firm serving ultra-high-net-worth individuals, families, and institutions. SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.

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Associate

Focus Investment Partners · Boston

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