Fund Monitoring Associate (Fintech)
Мэтч & Сопровод
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Описание вакансии
TL;DR
Fund Monitoring Associate (Fintech): Conducting ongoing investment monitoring for private market fund investments across the platform with an accent on performance analytics and fund-level financial modeling. Focus on tracking macro developments, presenting investment updates to stakeholders, and ensuring rigorous investment oversight.
Location: Boca Raton, Florida, United States. Hybrid (Monday-Thursday in office, Friday remote)
Salary: $90,000 – $120,000
Company
is a financial technology platform providing access to alternative investments for wealth advisors and their clients.
What you will do
- Monitor performance of private equity, private credit, and real asset offerings.
- Prepare call summaries, investment updates, and talking points for stakeholders.
- Develop performance analytics and fund-level financial models.
- Track macro developments and trends through engagement with fund managers.
- Attend Annual General Meetings (AGMs) to receive updates from fund managers.
- Provide analysis for secondary sales and investment oversight decisions.
Requirements
- Bachelor’s Degree (progress toward CFA or CAIA preferred).
- 2-5+ years of relevant experience in private markets, investment banking, or asset management.
- Proficiency in Excel and familiarity with valuation methodologies (DCF, peer comps).
- Strong verbal and written communication skills.
- Willingness and ability to travel up to 15%.
- Must be based in or able to work from the Boca Raton office Monday through Thursday.
Culture & Benefits
- Compensation includes base salary, equity for all full-time employees, and an annual performance bonus.
- Employer-matched retirement plan and generously subsidized healthcare.
- 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling.
- Unlimited paid time off (PTO).
- Hybrid work flexibility with remote Fridays.
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