Associate, Focus Investment Partners

Support the firm’s private equity and venture capital fundraising platform through operational execution, investor servicing, administrative coordination, and project management. Work closely with senior team members to drive day-to-day execution behind fundraising processes, investor communications, reporting, onboarding, and relationship management while gaining exposure to private markets and institutional fundraising. 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.

Responsibilities

• Provide operational and administrative support for the firm’s private equity and venture capital fundraising platform.
• 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.

Requirements

• Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field.
• 0–2+ 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.

Pay

The annualized base pay range for this role is $85,000–$90,000. Actual base pay may vary based on factors including experience, subject matter expertise, geographic location, and skill set. The base pay is one component of the total compensation package, which may also include an annual cash bonus and a comprehensive benefits package.

Benefits

• Medical, dental, and vision insurance
• Life insurance
• 401(k) retirement plan

SCS, Focus Partners Family Office and OCIO is a fiduciary wealth and investment management firm serving ultra-high-net-worth individuals, families, and institutions. The firm delivers an integrated family office and investment platform combining multi-asset class portfolio management, private investments, holistic wealth and estate planning, next-generation education, and purpose-driven advisory. SCS is part of Focus, a leading financial services firm offering wealth management, family office, and business management services.