Vice President, Alternative Investment Services

Focus Financial Partners•Boston, MA

6d•$120,000 - $140,000

About The Position

SCS is seeking a Vice President to help lead day-to-day execution across investment onboarding, fund operations, fundraising, investor communications, private investment reporting, and fair value support. The position serves as a senior resource on the Alternative Investment Services team, independently managing complex workflows, setting priorities, coordinating stakeholders, providing oversight, and directly handling critical details. The role also offers exposure to SCS’s alternative investment platform and opportunities to improve processes, mentor junior team members, and support the platform’s growth. The Vice President oversees manager and fund onboarding and lifecycle activity, fund-level AML/KYC processes, investment data and systems, fundraising coordination, investor communications, and fair value work for direct private company investments. The role also leads special projects involving fund structures, secondary transactions, technology implementations, process redesign, reporting automation, data governance, and firm integrations. The position is exempt. The annualized base salary range is $120,000–$140,000; actual pay may vary based on experience, expertise, work location, and skills. Total compensation may also include an annual cash bonus and benefits. The job title may change based on the selected candidate’s experience and education.

Requirements

Approximately 7+ years of relevant experience in alternative investment operations, private fund administration, fund-of-funds, investment management, or a related role.
Bachelor’s degree in finance, economics, accounting, business, or a related discipline.
Working knowledge of alternative investments, including private equity, venture capital, real assets, opportunistic strategies, hedge funds, and/or direct investments.
Experience with investment subscription documents, investment and manager onboarding, and AML/KYC processes.
Ability to independently manage complex workflows, review others’ work, and coordinate across investment, compliance, legal, finance, and client-facing teams.
Strong analytical skills and exceptional attention to detail, including judgment to identify inconsistencies and escalate issues appropriately.
Excellent organizational, prioritization, and project management skills, including the ability to manage multiple deadlines and stakeholders.
Strong written and verbal communication skills, including the ability to explain complex investment and operational topics clearly.
Advanced proficiency in Microsoft Excel and strong proficiency in Word and PowerPoint.
High level of professionalism, discretion, accountability, and commitment to client service.
Process-improvement mindset and interest in using technology to strengthen controls and increase efficiency.

Nice To Haves

Experience supporting private investment programs and working across multiple stakeholders.
Hands-on iLEVEL experience, including familiarity with investment structures, commitments, cash flows, valuations, dashboards, and reporting data.
Prior experience supporting valuation of direct private company investments, including analyzing company performance and valuation inputs and preparing related documentation.
Experience with Addepar, CRM platforms, data visualization, or workflow tools.
Prior experience mentoring junior professionals or leading projects.

Responsibilities

Help manage the team’s day-to-day operating cadence, prioritize deadlines, allocate work, identify risks, and ensure recurring and ad hoc deliverables are completed on time.
Serve as an escalation point, provide quality control, coach junior team members, and retain hands-on ownership of critical workflows.
Lead manager and fund onboarding from investment committee approval through closing and ongoing servicing.
Oversee commitments, subscriptions, redemptions, transfers, side letters, and related investment documentation.
Ensure accurate investment setup in iLEVEL, Addepar, and internal systems; coordinate across investment teams, legal, compliance, client advisors, and operational stakeholders.
Establish scalable controls for deadlines, approvals, documentation, and data integrity.
Lead fund-level AML/KYC processes and periodic refreshes, resolving complex beneficial ownership, tax, certification, and investor eligibility requests.
Maintain relationships with investment managers’ fund administrators, legal counsel, compliance teams, and internal stakeholders; improve documentation, tracking, escalation, and audit-readiness standards.
Serve as a senior iLEVEL resource and help oversee commitment, capital activity, valuation, ownership, and reference data integrity across iLEVEL, Addepar, and related platforms.
Help manage fundraising execution for SCS-managed private investment vehicles, including launch planning, demand tracking, CRM governance, closing coordination, and regular reporting.
Synthesize fundraising information for leadership, surface risks and decision points, and coordinate communications and execution with internal and external investors.
Assist with drafting and producing quarterly and ad hoc investor communications about capital activity, fund developments, performance, secondary sales, and other material events.
Draft and review quarterly investor letters connecting results to underlying portfolio developments.
Coordinate operational support and investor messaging for significant secondary sales, including transaction rationale and expected effects on portfolios and fund performance.
Help lead the fair value process for direct private company investments by analyzing company performance, financing and transaction evidence, sponsor methodologies, market comparables, and other valuation inputs.
Review valuation conclusions, draft and refine memoranda for Compliance and year-end auditors, coordinate responses to review questions, and strengthen process documentation and controls.
Lead high-priority initiatives involving new fund structures, secondary transactions, technology implementations, process redesign, reporting automation, data governance, and firm integrations.
Develop repeatable procedures, strengthen operating controls, and help scale the Alternative Investment Services platform.