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

• 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