Director – Alternative Investments, Investor Operations and Oversight

Responsibilities

lead the strategy and execution of scalable processes that support offering and investor documentation

general oversight processes for private alternative investment funds

critical role in shaping standards for private fund documentation

vetting key provisions

operationalizing investor agreements across a rapidly growing alternatives platform

broad visibility to senior leadership

drive meaningful impact through process innovation, governance, and operational excellence

partner closely with Legal, Compliance, Sales, Product, and Technology teams to simplify complex structures, enable growth, and ensure consistent execution across the investor lifecycle

Requirements

7 plus years’ experience in Asset Management, preferably within Alternative Investments

Bachelor's degree required

Proven ability to translate complex legal and operational provisions into clear, executable processes

Deep experience working with fund legal documents, including LPAs, PPMs, and Side Letters

End‑to‑end experience managing the contract lifecycle, from negotiation, through vetting, storage, tracking, and oversight

Ability to enhance transparency, controls, and accountability across agreement execution and onboarding processes

Established success designing and maintaining fund and investor term compliance monitoring frameworks

Strong judgment in assessing urgency, risk, and impact to effectively prioritize competing initiatives

Strong industry knowledge across alternative asset classes, including hedge funds, private equity, real assets, direct lending, and structured products

Expertise in implementing technology solutions as a subject matter authority

Track record of influencing across functions and organizational levels to deliver scalable outcomes

Experience partnering with sales and relationship teams to support investor onboarding and servicing

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