Experience in professional services firms and coordinating across legal, accounting, tax, treasury, compliance, and third-party administrators strongly preferred. Strong project management and organizational skills; able to manage multiple concurrent workstreams, deadlines, and stakeholders. Strong written communication skills, including preparation of investor-facing and executive-facing materials. Strong analytical skills and comfort translating complex investment, accounting, and reporting details into clear summaries.
Experience preparing or supporting investment memos, due diligence materials, scorecards, board/committee materials, and reporting packages. Ability to work effectively across Finance, Accounting, Tax, Treasury, Legal, Compliance, and external service providers. High level of attention to detail, follow-through, judgment, and discretion. Ability to build structure, process discipline, and operational continuity in a growing or evolving fund environment. Comfort working in a fast-paced, high-accountability environment with shifting priorities. Strong Excel, PowerPoint, and document management skills; experience with fund administrators, investor portals, or related reporting tools preferred.