F
Posted an hour ago
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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Focus Investment Partners · Boston
