Maintain and update participant data across carried interest and co-investment programs, including eligibility, vesting allocations, and leaver status
Support the end-to-end onboarding process for participant investment opportunities including eligibility tracking, elections, and execution of documentation
Assist in preparing reporting materials, including data analysis, participant summaries, and program insights for senior stakeholders
Support the preparation and rollout of fund offerings and employee investment materials
Respond to general inquiries related to the carried interest and co-investment programs
Partner with Legal to support documentation and participant onboarding across multiple jurisdictions and structures
Coordinate with Finance and third-party administrators to ensure accurate tracking of allocations, commitments, and funding activity
Work with Payroll and Tax teams to support data and reporting requirements
Maintain accurate program data across internal systems and trackers, ensuring consistency across stakeholders
Assist in process improvement initiatives and documentation of standard operating procedures
Support system enhancements and scaling efforts as the program evolves across the firm
Requirements
Bachelor’s degree in Finance, Accounting, Economics, or a related field
1-3 years of experience (or extended internship) in asset management, private markets, compensation, or fund operations
Curiosity and creativeness: developing innovative approaches to solving compensation related challenges and improve ways of working
Excellent analytical and data analysis skills; the ability to tell a story and derive insight from analysis to impact business decisions
High attention to detail and strong ability to manage multiple workstreams with tight deadlines
Technical skills: Strong Microsoft Excel and data management skills; ability to work with complex datasets across multiple funds
AI promoting skills that support the use of Microsoft Co-Pilot within workload
Ability to prioritize and simultaneously execute on multiple projects with varied deadlines
Strong relationship-building, partnering, influencing, interpersonal and collaborative skills
Excellent work ethic and self-motivated; able to manage work in a high-volume, fast paced environment, juggle multiple priorities and flexibility to work extended hours as needed.
Benefits
Medical, dental, vision, life insurance, disability insurance
Paid Time Off (PTO)
401(k) plan with company match (up to 4%)
Company-funded pension plan
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance