Fund Lifecycle Specialist
$140k - $185kTEEMA Solutions Group
Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Fund Lifecycle Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with roles overseeing the full lifecycle of investment funds—from initial setup and launch through ongoing operations, changes, and eventual wind-down. Actual openings may vary based on employer type (asset manager, hedge fund, private equity firm, venture capital firm, or fund administrator), fund structure, asset class focus, and regulatory jurisdiction. For more information on the Career Launch AI Talent Network, visit: Position Overview Fund Lifecycle Specialists manage and coordinate key operational, regulatory, and structural activities across the entire lifecycle of investment funds. This includes fund setup and launch, ongoing maintenance and change management, and fund restructuring or termination. The role requires close collaboration with investment teams, operations, compliance, legal, finance, and technology, as well as external service providers such as fund administrators, auditors, legal counsel, custodians, and prime brokers. Key Responsibilities Oversee fund activities across the full lifecycle, including setup, launch, ongoing operations, amendments, restructurings, and wind-downs Coordinate fund onboarding, documentation, and regulatory filings in partnership with legal and compliance teams Manage operational changes such as strategy updates, fee changes, service provider transitions, and system enhancements Serve as a central point of contact for internal teams and external service providers regarding fund-related matters Ensure accurate setup and ongoing maintenance of fund data across accounting, trading, reporting, and investor systems Monitor lifecycle-related risks, controls, and operational dependencies Maintain detailed lifecycle documentation, timelines, and governance records Support audits, regulatory exams, and internal reviews related to fund operations Prepare lifecycle status updates, impact assessments, and reports for senior management Identify opportunities to improve lifecycle workflows, controls, and best practices Preferred Qualifications Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field Solid understanding of investment fund structures and asset management operations Experience or exposure to fund operations, fund administration, compliance, or lifecycle management (preferred but not required) Strong project management and organizational skills with exceptional attention to detail Ability to manage multiple fund-related initiatives simultaneously Proficiency in Excel; familiarity with fund accounting systems, reporting platforms, or workflow tools is a plus Strong written and verbal communication skills Ability to work effectively in fast-paced, regulated environments Comfort working with senior internal stakeholders and external partners Strong interest in asset management, fund operations, and regulatory processes About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching Resume and profile optimization Guidance on outreach to asset managers and hiring teams Interview preparation for fund operations, lifecycle management, and investment management roles To learn more or express interest in fund lifecycle and asset management roles, visit: #J-18808-Ljbffr TEEMA Solutions Group
$140k - $185k
...140,000 - $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Fund Lifecycle Analyst position commonly found through the Career Launch AI Talent Network . It is intended to help job seekers understand the...SuggestedFull time$140k - $185k
A financial services company is seeking a Fund Lifecycle Analyst in New York, NY. This role involves supporting investment, operations, finance, and investor relations teams while ensuring funds are managed efficiently. Candidates should possess a Bachelor's degree in...Suggested- A recruitment agency is looking for a Fund Lifecycle Specialist based in New York. This role involves overseeing the full lifecycle of investment funds, from setup to wind-down, requiring strong project management skills and a bachelor’s degree in finance or a related field...Suggested
- ...services on behalf of assigned clients and moderately complex funds including determining net asset values, calculating fund performance... ...plans, targeting efficiencies, enhancing processes, and specialist review functions.Provide input into methodologies and review the...SuggestedWork experience placementWork at officeWorldwideFlexible hours
- Senior Specialist, Fund/Client AccountingAt BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’...SuggestedWork experience placementWork at officeWorldwideFlexible hours
- ...then matching those qualified candidates with a lender who can fund their business loan. Having served 600+ unique franchise brands... ...driven environment, BoeFly is the place for you. About the Funding Specialist Role: As a Funding Specialist at BoeFly, you will play a...
- ...High-Ticket Business Funding | Herald Square, NYC | On-Site The Reality Check If you are a high-level producer in a traditional sales role, you’re likely spending 80% of your day doing the one thing that doesn't pay: Prospecting. Whether you're in Solar, SaaS, Insurance...Work at officeImmediate start
$135k - $175k
...currently looking for an Analyst/Associate to join the Private Funds Group in New York City. The Private Funds Group is an integral... ...tailored solutions throughout an alternative investment manager’s lifecycle. A candidate would have the ability to join an entrepreneurial...Full time- Nuvision Credit Union in the United States is seeking an Indirect Consumer Loan Processor to support funding of indirect auto loans. You will monitor dealer platforms, review loan packages, verify income, and ensure accurate funding in line with loan officer stipulations...
$140k - $185k
Fund Metrics Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 - $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Fund Metrics Specialist position commonly found...Full time$140k - $185k
...000 - $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Fund Launch Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities...Full time- Premium Merchant Funding, located in Midtown Manhattan, is seeking a Business Development Associate to drive front-end deal flow. You will conduct high-volume outreach to business owners, qualify opportunities quickly, and tailor funding structures from a broad lender network...
$140k - $185k
A financial advisory firm based in New York is seeking a Fund Advisory Specialist. This role requires advising fund managers on strategy and optimization while supporting fund operations and governance. Candidates should have a Bachelor’s degree in Finance or a related...Full time- A leading analytics and investment firm is seeking a Fund Metrics Analyst in New York. This role supports investment teams by analyzing fund-level metrics, tracking performance, and preparing detailed reports. Ideal candidates will have a Bachelor’s in Finance or related...Full time
- A digital marketing agency is seeking a specialist to manage lifecycle programs within Braze for a global semiconductor client's new consumer sub-brand. Responsibilities include designing, configuring, and executing marketing flows such as onboarding and cart abandonment...
$52k - $100k
...services on behalf of assigned clients and moderately complex funds including determining net asset values, calculating fund performance... ...plans, targeting efficiencies, enhancing processes, and specialist review functions. Provide input into methodologies and review...Temporary workWork experience placementWork at officeWorldwide$52k - $100k
...services on behalf of assigned clients and moderately complex funds including determining net asset values, calculating fund performance... ...plans, targeting efficiencies, enhancing processes, and specialist review functions. Provide input into methodologies and review...Temporary workWork experience placementWork at officeFlexible hours- ...contexts. The ideal candidate will have extensive Salesforce experience, excellent communication skills, and a strong understanding of patient lifecycle management. Join us and contribute to operational excellence in healthcare CRM solutions. #J-18808-Ljbffr Aptimized
- AppLovin is seeking a CRM & Lifecycle Marketing Specialist to own the advertiser lifecycle, build automated programs from signup to active spender, and optimize activation and retention. You will manage CRM data quality across the data platform, Salesforce, and HubSpot...Remote job
- Junior Funding Specialist About Us At Biz2Credit, we look for individuals who are ready to join a dynamic and innovative fintech company on a mission to change the lending landscape for small businesses. Our values of Collaboration, Responsibility, Empowerment, Disruption...Work at office
$140k - $185k
...About This Posting This job description represents a sample Fund Documentation Specialist position commonly found through the Career Launch AI... ...maintaining core fund documentation throughout the fund lifecycle. The role ensures that legal, regulatory, and investor-facing...Full time- ...alternatives, multi-asset and money market funds. For individual investors, the business... ...and collaborating with the Borrower Specialist team to ensure smooth application and loan... ...PBAids in the implementation of the client lifecycle journey for your subset of PLP programs...Work at office
$208k - $346.8k
...for dual responsibilities to lead our quantitative equity and funds research programs. This is a team leads role reporting into the... ...the next generation of equity models along the model development lifecycle, leading equity thought leadership and outreach to clients and...Full timePart time$110k - $140k
...Delivery | Loan Services | Agency Closing Specialist |NYCAbout ING: In Americas, ING’s... ...experience to support the execution and lifecycle management of syndicated and structured... ...syndicated loan closings, including CP, funding coordination, lender allocations, and initial...Full timeWork from homeFlexible hoursShift work$150k - $200k
...Trading (HRT) is seeking a PostTrade Strategy Specialist to join our PostTrade team in New York City. Encompassing the firm’s Global Funding & Clearing, Middle Office, and Product... ...-level knowledge of the trade lifecycle, financial instruments, and the global trading...Work at officeLocal areaImmediate start- ...future team member for the role of Senior Specialist, Credit Services & Loan Closing to join... ...loan closings, including CP validation, funding coordination, lender allocations, and... ...capture and booking.Own facility setup and lifecycle management, including onboarding,...WorldwideFlexible hours
- 32BJ Benefit Funds is seeking a Health Fund Social Worker to advise on Fund benefits, provide counseling, and connect members and families with community resources. The role reports to the Health Fund Senior Manager, Social Work and supports the Health Fund’s health services...Work at office
$90k - $130k
...Time About This Posting This listing represents a sample Venture Fund Analyst role commonly found at venture capital funds, emerging... ...operators to help manage investments across the full fund lifecycle. Key Responsibilities Support evaluation of new venture investments...Full time$140k - $185k
...employer) About This Posting This job description represents a sample Fund Documentation Analyst position commonly found through the... ..., and maintaining fund-related documentation across the fund lifecycle. The role blends strong attention to detail, regulatory awareness...Full timeWork at office$1,000 per month
...oriented and customer-focused **Premier Specialist** to support Premier and Retail title processing... ...compliance throughout the transaction lifecycle.**Closing Coordination*** Collaborate... ...review of executed packages.* Assist Funding, Recording, and Policy teams as needed to...Contract workWork at office
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