Overview • Lead strategic initiatives for registered fund operations in a dynamic financial services environment, driving growth and innovation. • Collaborate with portfolio managers to enhance investment offerings and develop impactful partnerships. • Oversee fund operations, marketing strategies, and investor relations to ensure seamless execution and compliance. • Build and maintain relationships with wealth management platforms and distribution channels to expand reach. • Coordinate cross-functional teams for accurate reporting and adherence to industry regulations. • Develop compelling marketing materials, presentations, and updates to support investor engagement. • Contribute to strategic planning and business growth initiatives for registered fund operations. • Support investor communications and manage liquidity processes effectively. Key Responsibilities & Duties • Oversee fund operations, ensuring compliance with industry standards and seamless execution. • Develop and maintain marketing collateral, including presentations and investor updates. • Collaborate with portfolio managers to manage distributions, liquidity, and investor communications. • Establish and nurture strategic relationships with distribution platforms and wealth management channels. • Coordinate with legal, accounting, operations, and compliance teams to ensure operational efficiency. • Prepare and oversee recurring reporting for investors and the Board, ensuring clarity and accuracy. • Drive growth of registered fund operations by implementing innovative strategies and initiatives. • Support investor relations activities, including quarterly calls and portfolio reviews. Job Requirements • Bachelor’s degree required; advanced certifications such as CFA, CAIA, or MBA preferred. • Minimum of 8 years of experience in financial services or investment management; 12 years preferred. • Proven expertise in 1940 Act Funds and private markets is highly desirable. • Exceptional organizational and time management skills to handle multiple priorities effectively. • Strong attention to detail and accuracy in deliverables and reporting. • Excellent written and verbal communication skills for clear and persuasive messaging. • Ability to build trusted relationships with internal teams and external clients. • Professional demeanor with an entrepreneurial mindset and strong sense of ownership.