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About the Role
The Associate, Focus Investment Partners will support the firm’s private equity and venture capital fundraising platform through operational execution, investor servicing, administrative coordination, and project management. This role is 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. The near-term focus is execution-heavy operational support, with longer-term growth opportunities into investor relations, diligence support, fundraising strategy, and business development.
Responsibilities
- Provide operational and administrative support for the firm’s private equity and venture capital fundraising platform.
- Help 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 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.
Skills
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Outlook
- CRM systems
- Investor databases
- Fundraising platforms
- Operational tracking tools
- Private fund structures
- Subscription workflows
- Investor onboarding processes
Location
- US
Work Type
- Exempt position
Experience Level
- 0-2+ years
Education Level
- Bachelor's degree in Finance, Economics, Business, Accounting, or a related field
Salary/Compensations
- $85,000–$90,000
Benefits
- Annual cash bonus
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- 401(k)
About the Company
- SCS, Focus Partners Family Office and OCIO is a fiduciary wealth and investment management firm serving some of the world’s most ambitious wealth creators—ultra‑high‑net‑worth individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build multi‑generational legacies.
- SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. SCS is supported by a modern, scalable technology infrastructure that enhances its ability to deliver a seamless, proactive, white‑glove client experience.
- SCS is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services.
- Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.
Equal Opportunity
- Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
- Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com