About this position
Company Description
Unifi Asset Management is a quant-driven, credit-derivative oriented, market neutral asset manager, based in NYC. Founded by a team of seasoned investment and operations professionals, we are dedicated to delivering exceptional value to our investors and creating an environment where our employees thrive. Our mission is clear: to serve our investors with unwavering dedication and uphold the highest standards of integrity and accountability. Equally important is our commitment to our employees we recognize our team members are our greatest asset, which is why we are focused on fostering a supportive and collaborative environment. Join us on our journey to redefine excellence in the hedge fund industry.
Job Description:
This role works closely with the Investor Relations and Operations team to support investor communications, reporting, and onboarding processes. The ideal candidate will assist with maintaining accurate CRM records, coordinating investor outreach and due diligence requests while supporting subscription and compliance documentation.
Responsibilities:
Assist with capital formation and investor relations efforts across all stages of the fundraising lifecycle
Support the subscription process, including AML documentation, Blue Sky and Form D filings, and completion of subscription materials
Assist with meeting coordination and scheduling, attend meetings, take notes, and track follow-ups
Support the preparation, tracking, and distribution of investor reports, updating marketing materials and due diligence questionnaires, and coordinating distribution
Maintain and enhance the CRM database, ensuring investor and prospect records are accurate and up to date
Respond to and help prepare ad-hoc investor requests
Support internal projects and key team initiatives as needed
Assist with day to day operational activities, including counterparty onboarding and relationship management
Requirements
Currently pursuing a Bachelors degree (junior or senior preferred) in Finance, Economics, Business, Accounting, or a related field
Strong interest in capital markets, hedge funds, and investor relations
Highly organized and detail oriented, with the ability to manage multiple tasks
Strong written and verbal communication skills, with a professional and client facing mindset
Proficient in Microsoft Excel, PowerPoint, and Word; experience with CRM
Additional Information:
on site, 5 days in office
company paid in office meals
Salary Information