Transfers Associate
fund services groupHouston, TX
Transfers Associate
L3
fund services groupHouston, TX19 days ago
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesFSG is the opportunity to learn and experience the finance industry for a people-oriented, hard-working, team player. Our unique culture is built by the team and for the team. Our compensation structure provides unlimited upside to our team members. We will teach you all that you need to know to be successful on our team, so we do not require any specific degree or work history. We just hope you are as non-traditional and eager to prove yourself as we are! Transfers Associate (Legal & Compliance) Your key responsibilities are to deliver white glove service and honor the FSG Principles while: Support the change of ownership for investor interests in client managed funds Track reassignment timelines, approvals, and closing requirements to support timely completion Liaise with custodians, fund administrators, and external counsel as needed Serve as a point of contact for clients, custodians, fund administrators, and internal stakeholders to facilitate exemplary communication Assist in reviewing, monitoring, and enhancing client compliance programs to support ongoing regulatory requirements Develop foundational knowledge of private equity fund structures and LP mechanics. Our requirements for you as an applicant are simple: Be a team player with an enthusiastic work ethic Learn all we teach you quickly, comprehensively, and enthusiastically Be exceptional in your organizational and written communication skills Have an exacting attention to detail Be exemplary in prioritization and multi-tasking in a fast-paced environment Be proficient in Microsoft Office SuiteIf you excel in your responsibilities and fulfill your requirements, our commitment to you is: Comprehensive benefits Base salary commensurate with experience and success: The annual base salary range for this position is $60,000 to $80,000 Quarterly bonus that offers unlimited potential growth - 1/3rd of our profits (no matter how much) are shared with our team in bonuses each quarter We are primarily a remote work company, but some of the training for this role may be best delivered in-person leveraging client sites or local coworking locations. Our clients also ask us to provide on-site support from time-to-time. In the interview process, we can outline expectations about what, if any, in-person training or support time is expected to be required for this role. You will be successful when you deliver exemplary service to our clients and their investors, fulfill the FSG vision and purpose, and bring success to the entire FSG team. We are excited to have you join our team and appreciate your interest in joining us on a journey to success! Powered by JazzHR
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Level
JuniorL3
Location
Houston, TX
Occupation
Financial Specialists, All Other
Industry
Portfolio Management and Investment Advice
Posted
19 days ago
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