Associate, Focus Investment Partners

Job Description Summary:

The Associate Focus Investment Partners will support the firms private equity and venture capital fundraising platform through a combination of operational execution investor servicing administrative coordination and project management responsibilities. Working closely with senior team members this individual will help drive the day-to-day execution behind fundraising processes investor communications reporting onboarding and relationship management activities while gaining exposure to private markets and institutional fundraising.

This role is ideal for an early-career professional with experience or interest in investment operations private funds investor relations or fundraising support who is highly organized detail-oriented self-sufficient and eager to learn. The position requires someone who can quickly absorb internal processes proactively ask questions and ultimately take ownership of recurring workflows and operational responsibilities with minimal oversight.

The near-term focus of the role is execution-heavy operational support across fundraising and investor servicing activities with longer-term growth opportunities into investor relations diligence support fundraising strategy and business development.

Job Description:

Primary Responsibilities:

• Provide operational and administrative support for the firms private equity and venture capital fundraising platform.

• Help drive execution and coordination across fundraising processes ensuring documents trackers follow-ups approvals and deliverables move forward accurately and on schedule.

• Coordinate investor meetings conference participation fundraising events and internal team activities.

• Prepare meeting materials fundraising presentations investor communications reporting packages and organizational materials for internal and external use.

• Manage investor records CRM updates fundraising pipelines relationship management documentation and internal tracking systems.

• Assist with investor onboarding subscription documentation close trackers due diligence requests data room access and ongoing investor information requests.

• Coordinate and follow up with third-party administrators custodians platforms and service providers (including CAIS Ultimus and similar partners) to support fundraising and onboarding workflows.

• Serve as a point person for existing client relationships by responding to inquiries coordinating follow-ups resolving operational issues and ensuring a high level of responsiveness and service.

• Track fundraising activity investor engagement outstanding action items and key business development initiatives across the platform.

• Support senior team members by coordinating follow-up actions maintaining project timelines and ensuring operational workflows are executed efficiently and accurately.

• Partner with internal teams across investments operations compliance legal and marketing to support fundraising onboarding and investor relations efforts.

• Assist in developing and improving processes reporting organizational systems and operational workflows to enhance team efficiency and scalability.

• Conduct research and analysis on investors market trends fundraising opportunities and industry developments as needed.

• Support manager review and diligence processes by helping organize materials summarize information maintain diligence notes and coordinate internal review workflows.

• Participate in client and investor meetings to gain exposure to relationship management fundraising activities and private markets investing.

• Take on increasing responsibility for investor communications diligence coordination relationship support and fundraising initiatives as experience and knowledge develop.

Qualifications:

• Bachelors degree in Finance Economics Business Accounting or a related field.

• 02 years of professional experience in investment operations private funds fund administration asset management wealth management investor relations or a related financial services environment.

• Strong organizational and project management skills with exceptional attention to detail and follow-through.

• Demonstrated ability to manage multiple priorities workflows and deadlines in a fast-paced environment.

• Self-sufficient proactive and comfortable taking ownership of recurring processes and operational responsibilities.

• Quick learner with the ability to absorb new systems workflows and fundraising processes efficiently.

• Demonstrated initiative curiosity and desire to learn the private markets and fundraising business.

• Advanced proficiency with Microsoft Excel PowerPoint and Outlook.

• Experience working with CRM systems investor databases fundraising platforms or operational tracking tools preferred.

• Familiarity with private fund structures subscription workflows or investor onboarding processes is a plus.

This position is an exempt position. The annualized base pay range for this role is expected to be between $85000$90000 base salary compensation range. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit or follow the company onLinkedIn.

EEO Statement: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact

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For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW AN EMPLOYER MAY NOT REQUIRE OR DEMAND AS A CONDITION OF EMPLOYMENT PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.