Vice President, Alternative Investment Services Greater Boston, MA Area

The Company is seeking a Vice President to help lead day-to-day operations for its alternative investment services. Responsibilities include managing team workflows and deadlines, overseeing investment and fund onboarding, subscriptions, redemptions, investor due diligence, and the accuracy of investment data and controls. The role also coordinates fundraising and investor communications, supports fair value assessments for private company investments, and leads projects to improve processes, reporting, and technology. The successful candidate will provide quality oversight, mentor junior colleagues, and coordinate across investment, legal, compliance, finance, and client-facing teams. Candidates should have approximately seven or more years of relevant experience in alternative investment operations, fund administration, investment management, or a related field, along with a bachelor’s degree in finance, economics, accounting, business, or a related discipline. Knowledge of alternative investments, fund onboarding, subscription documents, and AML/KYC processes is required; experience with private company valuations and iLEVEL is preferred. Strong analytical, organizational, project management, and communication skills are essential, as are advanced Microsoft Excel skills and proficiency in Word and PowerPoint. Experience with Addepar, CRM or workflow tools, process improvement, and mentoring or project leadership is an advantage.

Hiring Company

Focus Financial Partners