Investment Implementation Principal jobs in United States
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GCM Grosvenor · 14 hours ago

Investment Implementation Principal

GCM Grosvenor is a finance company seeking an Investment Implementation Principal to manage investment operations for their funds. The role involves executing investment-related decisions, preparing documentation, liaising with external managers, and ensuring compliance with regulations.

Asset ManagementBankingFinancial ServicesProfessional Services
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Comp. & Benefits

Responsibilities

Ensure that the investment-related decisions of GCM Grosvenor’s Portfolio Managers, Investment Committees and Operations Committee are executed appropriately by implementing subscriptions, redemptions and transfers of interests among hedge fund, private equity, real estate, and infrastructure investments
Prepare and review applicable investment documentation for investments (e.g., subscription documents, co-investment documents, redemption notices, transfer agreements and letters of direction)
Provide oversight (e.g. review, lead) over certain investment operations-related activities performed by others
Liaise with external investment managers, administrators, sponsors, and custodians regarding investment decisions and related inquiries
Serve as the main point of contact between GCM Grosvenor, external administrators, and managers to ensure compliance with Anti-Money Laundering requirements
Identify and negotiate transactions required with investment managers to effect GCM Grosvenor Fund modifications, Fund restructures, transitions and transfers in-kind
Interface directly with external clients by preparing client reports and communications and implementing customized client requirements
Review and analyze governing documentation for planned investments in order to understand the terms and conditions of the GCM Grosvenor Fund investment
Review key provisions of investment documentation that have been abstracted into GCM’s databases in order to aid in investment decision making
Review legal documentation for newly created GCM Grosvenor funds to identify and extract key information required for completing subscription agreements
Monitor and ensure compliance with internal trading policies and procedures
Design and implement control techniques including working with Information Technology staff to develop and implement automated solutions and find ways to leverage existing technology and software
Participate in and lead special and recurring projects and report results to senior management
Perform additional related duties as assigned

Qualification

Investment operationsFinancial industry experienceAnalytical abilitiesCommunication skillsProject managementAdobe AcrobatMicrosoft Office SuiteAttention to detailProblem solvingTeam collaboration

Required

BA/BS with outstanding academic credentials
5+ years of business experience in the financial industry. A prior focus in the asset management segment of the financial services industry is preferable
Outstanding verbal and written communication skills. Proven ability to communicate effectively with clients and key stakeholders
Strong attention to detail and concern for quality and accuracy of final product
Ability to multi-task and prioritize work in a fast paced, changing environment
Excellent work ethic and high degree of professionalism
Proven ability to design and implement new processes
Superior organization, decision making and problem solving skills
Demonstrated initiative and ability to manage projects independently from start to finish
Strong interest in furthering technological initiatives to create efficiency and reduce risk
Proven ability to work both independently and within a team
Strong analytical abilities
Highest degree of integrity and ability to maintain confidential information
Proficient in Adobe Acrobat and Microsoft Office Suite (including Outlook, Excel, Word and PowerPoint)
Desire to work in dynamic, entrepreneurial organization

Preferred

Experience in AI initiatives a plus

Company

GCM Grosvenor

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GCM Grosvenor is an investment management firm that specializes in hedge funds, private equity, real estate, and infrastructure investments.

Funding

Current Stage
Public Company
Total Funding
$195M
Key Investors
Cantor Fitzgerald
2023-10-25Post Ipo Equity
2020-11-18IPO
2020-11-17Post Ipo Equity· $195M

Leadership Team

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Michael Sacks
CEO
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Pamela Bentley
Chief Financial Officer
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Company data provided by crunchbase