Head of Operations & Investor Relations - Ascent Private Equity

About the role

We are seeking a dynamic and experienced individual to join our team as the Head of Operations and Investor Relations for Ascent, JHI’s internal platform for private investments, currently targeted at the pre-IPO / crossover stage. The platform conducts direct investments into private companies through externally raised capital, currently in single-transaction vehicles, but over time through scalable fund offerings.

Responsibilities

• Be responsible for overseeing and managing all fund formation activities, including risk management, fund administration, legal, compliance, and finance, ensuring operational efficiency and supporting strategic growth initiatives
• Develop and implement fund formation policies, procedures, and systems to enhance efficiency and effectiveness
• Collaborate with Portfolio Managers and senior executives to develop and execute the Ascent Crossover Opportunity strategic plan
• Ensure compliance with regulatory requirements and industry standards
• Monitor and manage internal and external relationships overseeing fund administration activities including risk management
• Manage relationships with investors, including institutional investors and high-net-worth individuals
• Collaborate with distribution for marketing and onboarding of prospective clients
• Play a critical role in communicating our investment strategies, performance, and market outlook to existing and prospective investors
• Serve as Director on Cayman fund offerings requiring annual training and familiarity with Cayman AML regulations
• Represent Ascent platform at industry conferences and client meetings
• Develop and implement investor relations strategies to enhance communication and engagement with investors
• Serve as the primary point of contact for investor inquiries, meetings and reporting
• Prepare and deliver presentations, reports, and materials for investor meetings and conferences to strengthen investor relationships and drive fundraising efforts
• Cultivate new relationships with prospective LPs, endowments and HNW clients
• Actively collaborate with internal stakeholders e.g. portfolio managers, analysts, sales, distribution, product, press and counterparty management teams to ensure accurate and timely communication of investment performance and strategy updates
• Monitor industry trends, competitor activities, and investor sentiment to provide insights and recommendations to senior management
• Serve as SME for client due diligence process, including responding to RFPs and DDQs
• Manage the investor relations team, including hiring, training and performance management

Requirements

• Bachelor’s degree in finance, business, or a related field
• Minimum of 10-15 years of experience in a senior product or operational role, within the hedge fund, private equity or asset management industry
• Strong knowledge of private fund administration, including vendor oversight, risk management, compliance and finance
• Proven track record of successfully building and managing strategic initiatives driving efficiency in a fast-paced environment
• Strong understanding of financial markets, investment strategies, and portfolio management principles
• Strategic thinking with a results-oriented mindset and the ability to drive investor engagement and fundraising initiatives
• Excellent communication and presentation skills, with the ability to articulate complex investment concepts to a diverse audience
• Knowledge of regulatory requirements and industry best practices in investor relations and hedge fund investments
• Proven track record of building and maintaining relationships with institutional investors, fund managers, and industry professionals
• Ability to develop relationships to lead internal working groups
• Proficiency in MS Office suite and investor relations platforms (e.g. CRM systems, investor portals)

Qualifications

• Advanced degree or CFA designation preferred

Skills

• Strategic thinking
• Excellent communication and presentation skills
• Regulatory knowledge
• Relationship building
• MS Office proficiency
• Investor relations expertise

Benefits

• Generous Holiday policies
• Excellent Health and Wellbeing benefits including corporate membership to Wellhub
• Paid volunteer time to step away from your desk and into the community
• Support to grow through professional development courses, tuition/qualification reimbursement and more
• Maternity/paternity leave benefits and family services
• Unique employee events and programs including a 14er challenge
• Complimentary beverages, snacks and all employee Happy Hours

Pay

The base salary range for this position is $200,000 - $250,000. This range is estimated for this role. Actual pay may be different. This role will remain open through July 31, 2026.

Schedule

Hybrid working and reasonable accommodations