Gen II Fund Services is seeking a Strategy and Operations Associate who will work closely with our leadership team to assess and validate strategic growth initiatives which the firm may undertake. The ideal candidate will be a highly motivated self-starter who brings both a proactive approach and a positive mindset. The ideal candidate should thrive in a flat fast-paced organization in which all professionals work collaboratively.

Primary Responsibilities Will Include:

• Build the fact base around strategic opportunities and business-critical objectives that increase revenue and improve the effectiveness of processes and systems.
• Provide market insight, and support to drive the objectives of the leadership team.
• Support senior leadership in framing opportunities to drive decision making.
• Support the development of tools and analytical capabilities critical to sustaining Gen II’s growth trajectory.
• Partner with global teams to help drive cross-functional business process improvements.
• Prepare detailed and comprehensive operational, industry, and financial analysis.
• Design forecasting and financial models to support strategic decision making.
• Support the execution of organization wide transformation initiatives touching on strategy, sales, finance, organization design and a range of other topics.
• Prepare and present models and analysis to C-Suite, Board of Directors, and Investors. Regular interactions with this level are expected.
• Identify potential targets and other partnership opportunities.
• Ensure any applicable metrics and performance pointers are in place to measure progress.
• Identify strategic risks and help to reduce these risks.

Job Requirements, Skills, Education and Experience:

• Bachelor’s Degree in Business Administration (concentrations in Accounting, Finance or Economics a plus), MBA preferred.
• 1 to 3 years of consulting, investment banking and/or private equity experience in a strategic associate role.
• Proficient in Microsoft Office (strong command of Excel and PowerPoint are required).
• Excellent research, problem solving and financial analytical skills (spreadsheet, database, and presentation skills).
• Previous experience in a Finance Analyst, Business Analyst/ Management or Fund Accounting role is desired.

The salary range for this position is $90,000-$120,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offer within that range will depend on the candidate’s experience level.

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of two (2) days a week in our office and three (3) days remotely.

What we offer

• A challenging and rewarding role in a fast-growing organization.
• Opportunities for personal and professional career development.
• Great working environment, competitive salary, and benefits.
• Opportunity to be part of an industry leading team known for service excellence.

About the Company

Gen II Fund Services, LLC is one of the largest global independent private equity fund administrators, administering over $1T of private capital on behalf of its clients with offices in New York, San Francisco, Boston, Stamford, Dallas, Denver, Vancouver, and Luxembourg. Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling fund sponsors to most effectively manage their operational infrastructure, financial reporting, and investor communications. The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts.

Key Facts:

• Administering over $1T in assets.
• Servicing nearly every significant investor in the asset class. 
• Institutional grade infrastructure and SSAE 18 (SOC-1, Type 2) certification, ensuring confidence in our processes and operating model.
• The most experienced and best performing team in the industry. 

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