COO - Director Of Hedge Fund Operations

Our client seeks a highly talented, senior-level, operations professional who will play a pivotal role in executing funds’ business strategies, as directed by senior management (position title determined commensurate with experience). The successful candidate will be deeply and actively involved in the ongoing building, implementing and overseeing of funds’ operations infrastructure and day-to-day business functions. The COO will report to the President, and will work closely with him, other funds executive officers, and key department heads of our client or other affiliates, and will be responsible for carrying out or supervising the following functions:

• Overseeing all operations for hedge funds and commodity pools sponsored by our client
• Working closely with senior management and financial and accounting staff on revenue modeling and sales forecasting
• Leading new fund product launches and existing product updates and other initiatives
• Advising senior management on appropriate resource allocation
• Assisting with development and implementation of the funds marketing plan and branding efforts
• Coordinating marketing efforts with distributor networks and their sales representatives
• Interacting with the funds’ senior management and department heads of affiliated companies on research, marketing, technology and compliance projects
• Working closely with internal and outside counsel on all compliance and legal aspects of funds’ operations, including, for certain products, ongoing SEC public reporting and Sarbanes-Oxley compliance functions
• Establishing and maintaining strong relationships with key business partners and service providers, including distributors, prime brokers, custodians, administrators, and auditors
• Negotiating key contracts with distributors and service providers, as directed by senior management
• Overseeing annual audit processes and coordinating with outside auditors
• Assisting in the development and oversight of annual budgets, including forecasting and cash-flow management
• Identifying, developing and implementing process efficiencies and technology improvements

Background/Experience Needed

• Exceptional track record of success in senior-level positions in the financial industry
• Minimum of 3-5 years’ hands-on operations experience with one or more hedge funds and/or commodity pool organizations
• Prior experience with hedge funds or commodity pools registered with the SEC in various capacities (e.g., registered investment companies, public commodity funds, public reporting companies, etc.)
• Comprehensive understanding of and familiarity with the compliance and legal frameworks in which hedge funds and commodity pools operate
• Verifiable experience with service providers (administrators, prime brokers, auditors, custodians) in the hedge fund space
• Superb leadership, execution and communications skills
• Strong people-management capabilities
• Exceptional collaboration ability
• A passion for the financial markets
• Bachelor’s degree in accounting, finance, or business, with an advanced degree (MBA) preferred

Senior Associate - Research

Senior Research Associate - Hedge Fund Due Diligence

We are looking for a talented and motivated Senior Associate to be an integral member of the
Research Team with significant due-diligence responsibilities.
Responsibilities:
• Conducting on-site and conference call due-diligence meetings with leading hedge
fund and managed-futures investment managers.
• Creating and executing quantitative analysis on investment managers and portfolios.
• Writing formal institutional-quality research reports relating to manager due diligence
and general alternative industry topics.
• Building new investment-manager relationships with existing industry network.
• Communicating with sales and marketing teams regarding processes and specific
investment topics.
• Contributing to ongoing departmental needs that incorporate teamwork with other
areas of the firm.
Requirements:
• At least three years of direct due-diligence experience with hedge fund and/or
managed futures investment managers.
• Knowledge of multiple alternative-investment strategies including the trading of financial
instruments.
• Broad knowledge of due diligence beyond investments, including operations,
compliance and business strategy.
• Hands-on quantitative abilities to review manager track-record performance and/or
portfolio holdings. Excel knowledge is essential.
• Highly organized and detail oriented.
• Outstanding written and oral communications skills.
• Undergraduate degree mandatory and post-graduate degree preferred from a leading
university.

Salary
commensurate with experience and background – excellent benefits.

Application:
• Cover letter and writing samples are mandatory.

Marketing Production Specialist

Marketing Production Specialist

Our Production Specialist will be a pivotal member of our dynamic and focused marketing
team. S/he will be responsible for creating and producing marketing materials for sales support,
direct response, lead generation, and customer-retention programs. Key functions involve
performing and managing production activities for all monthly and ad hoc marketing projects
delivered via web, email, and direct mail.

JOB RESPONSIBILITIES

• Create and manage the ongoing production of print and electronic marketing material.
• Create, maintain, and inventory our library of marketing materials.
• Bring cutting-edge, innovative thinking to our production systems to increase their
efficiency and effectiveness.
• Coordinate with marketing project managers to ensure completion of marketing
campaigns.
• Either design or work with external designers to create and maintain corporate and
marketing design templates.
• Ensure work is consistent with company branding and industry best practices. Work
closely with compliance department to ensure data and content integrity.
• Act as the interface with Information Systems regarding websites, email systems, and
content management/publishing systems.
• Leverage relationships with production and fulfillment vendors to reduce overall
marketing costs.

JOB REQUIREMENTS

• Mastery of MS Office (Word, PowerPoint, Excel, etc.).
• Expert knowledge of Adobe Creative Suite (Photoshop, Illustrator, InDesign, etc.).
Experience with Flash is a plus.
• Expert knowledge in web standards (HTML and CSS).
• Knowledge of financial services industry. Alternative investments experience a plus.
• Aggressive self-starter who works well in a team environment.
• Strong planning and project management skills and the ability to handle multiple high-
level projects.
• Detail oriented with superior project execution and organization skills.
• Ability to build effective relationships throughout the organization and with external
partners.
• 5+ years experience in relevant production, graphic arts or marketing production
discipline.
• Bachelor’s degree or educational equivalent required.

We offer:
• A competitive salary
• Excellent benefits, including medical, dental and vision
• 401(k) plan