Asset & Wealth Management, XIG, Platform Management - Hedge Funds, Investment Onboarding & Structuring , Analyst - West Palm Beach

Responsibilities

• Support the execution of critical elements of the Investment Onboarding function, which is responsible for structuring and implementing our partnerships with many of the world’s leading hedge funds.
• This includes supporting contract negotiations with hedge fund COOs, CFOs, and GCs, preparing materials, and coordinating across internal business partner teams and external stakeholders.
• Aid in project management and oversight of hedge fund onboarding activities for XIG funds and client platforms with a focus on driving engagement with internal stakeholders, providing critical decision-making support and analysis, and managing a robust pipeline and competing priorities to achieve XIG hedge fund portfolio investment objectives and timelines.
• Build in-depth partnerships with senior members of XIG investment and client teams, alternative capital markets sales teams, internal platform operations teams, and external investment managers to assist in evaluating, designing, and implementing access to deal opportunities with a focus on profitability, efficiency, and scale.
• Maintain and oversee portfolio investment data including hedge fund investment terms and legal entity information, ensuring accuracy for use in portfolio management and trading systems.
• Organize and archive deal documents and contracts, negotiation summaries, and critical decision support materials for hedge fund onboarding projects.
• Cover pipeline discussions, management reporting, and status updates to support senior team decision-making.
• Support hedge fund portfolio management and implementation activities as needed, including product development and launch, trading, liquidity management, and client inquiries.
• Actively participate in XIG-wide projects, strategic initiatives, and ongoing platform innovation including integration of AI tools into our investment implementation and portfolio management processes.
• Adhere to strict confidentiality standards and internal controls for sensitive client and deal information, and comply with applicable regulations.

Qualifications

• Bachelor’s degree or equivalent with related coursework.
• Prior industry experience including summer internships, preferably in alternative asset management.
• Prior experience and understanding of hedge fund investing and operating mechanics is ideal.
• Enthusiastic, self-starter with an orientation toward managing sensitive and business critical initiatives and negotiations.
• Demonstrates a collaborative, team-oriented approach, with the ability to engage effectively across partner teams, foster relationships with key stakeholders, and drive timely follow-up on deliverables.
• Strong written and verbal communication skills, with the ability to present clearly and build rapport with internal and external stakeholders.
• Strong time management skills, with the ability to manage multiple workstreams and deliver effectively under tight timelines or shifting priorities.
• Problem solver, with demonstrated critical thinking skills and analytical mindset.
• Demonstrated interest in driving operational efficiency through technology-enabled solutions and process improvement initiatives.
• Strong organizational and execution skills, with rigorous attention to detail.