Associate

Job Description Summary The Associate, Focus Investment Partners will support the firm’s private equity and venture capital fundraising platform through a combination of operational execution, investor servicing, administrative coordination, and project management responsibilities. Working closely with senior team members, this individual will help drive the day-to-day execution behind fundraising processes, investor communications, reporting, onboarding, and relationship management activities while gaining exposure to private markets and institutional fundraising. 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 position requires someone who can quickly absorb internal processes, proactively ask questions, and ultimately take ownership of recurring workflows and operational responsibilities with minimal oversight. The near-term focus of the role is execution-heavy operational support across fundraising and investor servicing activities, with longer-term growth opportunities into investor relations, diligence support, fundraising strategy, and business development. Primary 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 (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. Qualifications 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. This position is an exempt position. The annualized base pay range for this role is expected to be between $85,000–$90,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. 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. Learn more at scsfinancial.com or follow the company on LinkedIn. 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. To learn more about Focus, visit or follow the company on LinkedIn. EEO Statement 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 View email address on click.appcast.io The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act. People matter here, not just as a catchphrase, but as a belief. And we're building a firm that takes its work seriously and holds itself to a high standard, but also one that never forgets that the work is done by people. Your experience, your judgment, and your perspective, they matter here. We’re growing and growth brings opportunity for learning, for advancement, and for building something lasting. We’d love to stay connected. Follow us on LinkedIn for the latest company news, career opportunities, and a closer look at what it’s like to be part of our team. Don't see the opportunity for you? Join the prospect pool to stay connected and hear about future opportunities that may be a fit. Focus, a business division of Focus Financial Partners, brings together businesses across Wealth, Business Management, Family Office, and International. Collectively, these firms—spanning the U.S., Canada, and Australia—deliver a broad spectrum of financial advice solutions to individuals, families, and institutions. Our vision is clear: to be the leading fiduciary advice company in the world. For clients, that means an experience built around their needs. For advisors, it means access to the resources, tools, and capabilities typically available only at the largest global institutions. We believe talent is the key to realizing this vision. That’s why we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers. #J-18808-Ljbffr