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About the Role

Petra Funds Group is a single source provider for the fund administration and fund infrastructure needs of Private Equity and Debt Funds. We enable fund managers to focus on value-added tasks while we handle the rest. Our team consists of highly experienced professionals across the US and Europe, differentiating us through deep industry experience within asset managers. Our foundation is built on trust, experience, and uncompromising accuracy, with a collaborative and detail-oriented approach.

Responsibilities

Serve as the primary relationship contact for clients, from proposal through execution and ongoing services, in collaboration with the Strategic Partnership Team for both Lift-out and Co-sourcing clients
Participate in prospective client sales meetings, support pipeline management, and contribute to marketing efforts
Maintain a working understanding of Petra’s overall relationship with each client and surface additional service opportunities
Execute and manage legal documentation required for each engagement
Coordinate with finance team to ensure fees are invoiced accurately in accordance with the engagement letter
Work directly with Strategic Partnership team and Partners on strategic client matters
Heavily partner with Petra’s People team, build deep relationships with talent acquisition and business partners
Act as a trusted industry resource for clients, applying private equity expertise and directing questions to the right internal expert when needed
Provide ongoing coaching, check-ins, and support to both Lift-out and Co-Sourcing employees
Closely collaborate with Petra People team regarding performance cycle, determine cadence, external participation and communication plan
Partner with and communicate frequently with the client to understand business requirements: build a team, add to an existing team due to growth or attrition, identify specialized talent to assist with project-based needs, etc.
Work with Petra’s People team to open and manage roles throughout process; ensure client urgency and demands are balanced effectively
Participate in interviews to ensure talent and client goals align
Develop and maintain relationships with clients; typically including client CFO, General Counsel, COO and other senior GP leadership.
Lead discovery discussions to shape migration plan including, understanding team culture, roles, leaders, and key resources
Build rapport with transitioning team, with specific focus on key leaders and high-stakes employees
Define and document senior leadership’s end-state vision across staff, technology, and HR needs
Work heavily with Petra’s People team comparing benefits, preparing for onboarding, fielding employee queries, ensuring a seamless employee experience.

Requirements

10+ years of experience in private equity, fund administration, management consulting or public accounting industry
Excellent interpersonal, communication, analytical, and organizational skills, with a collaborative, team-oriented approach
Advanced proficiency in Excel and PowerPoint
Strong attention to detail, particularly in data validation and reconciliation
Ability to synthesize complex data into clear, actionable insights
Experience with client relationship management

Skills

Private equity expertise
Client relationship management
Excel proficiency
PowerPoint proficiency
Data validation
Data reconciliation
Interpersonal skills
Communication skills
Analytical skills
Organizational skills

Location

US
Europe

Work Type

Hybrid

Experience Level

Director

Salary/Compensations

$122,000 – $183,000

Benefits

90% covered medical, dental, and vision insurance premiums
Fully funded Health Savings Account (HSA) employer contributions up to the IRS maximum
401(k) employer match at 100% of your contributions up to 5% of compensation, with immediate vesting
Flexible paid time off
Generous holiday calendar

About the Company

Petra Funds Group is a single source provider for the fund administration and fund infrastructure needs of Private Equity and Debt Funds.
At Petra, we enable fund managers to focus on the tasks that add the most value to their businesses and leave the rest to us.
Petra is made up of highly experienced professionals across the US and Europe.
In a business where accuracy and timeliness are paramount, having a deep bench who have spent years working inside of asset managers is what truly differentiates us.
Our foundation is built on trust, experience, and uncompromising accuracy.
Our people are experts.
We work collaboratively.
We are relentless in our process and put attention to detail first.
We believe people do their best work when they feel supported — personally and professionally.
We offer a comprehensive benefits package that reflects our commitment to your well-being.
We’re proud of many milestones, but we’re especially honored by the recognition we’ve received for our workplace experience: Certified Great Place to Work®, Fortune Best Medium Workplaces™, and Best Financial Services & Insurance Workplaces™.