Training and Knowledge Management Manager

Join Clifford Chance as a Funds Knowledge Lawyer in New York, where you will play a crucial role in providing expert legal advice and support to our clients in the funds sector. This position requires an individual with a strong understanding of investment funds and financial regulations, alongside exceptional analytical and communication skills.

Role Overview sbg-funding is hiring an Account Executive in New York. This role centers on expanding sales by finding new business, developing client relationships, and supporting customer needs. The company values initiative and welcomes ideas that help shape its approach. What You Will Do Identify and pursue new business opportunities Build and maintain strong relationships with clients Support customer satisfaction throughout the sales process Growth and Culture This position offers room to grow within a company that encourages input and values each team member’s impact.

About the Role sbg-funding is hiring a Senior Salesforce Developer in New York. This role focuses on building and improving our Salesforce platform to support business growth. What You Will Do Customize Salesforce applications to meet business needs Integrate third-party solutions with Salesforce Work with teams across the company to streamline and improve processes Develop and implement new features and solutions within Salesforce Who We’re Looking For Experienced in Salesforce development Skilled at customizing and integrating Salesforce applications Comfortable collaborating with colleagues from different departments Ready to contribute technical expertise to business projects This position is based in New York.

Position Title: Funds Ratings - Director (New York) Entity: Kroll Bond Rating Agency, LLC Employment Type: Full-time Location: New York, NY Overview: Kroll Bond Rating Agency, LLC (KBRA) is actively looking for a Director to enhance our expanding Funds Ratings team in our New York office. This team is responsible for assigning and monitoring credit ratings for a variety of debt instruments issued by funds and similar investment vehicles. KBRA evaluates financial instruments that facilitate fund operations, enhance liquidity, and optimize capital structures, including subscription credit lines, NAV-based loans, and feeder fund rated notes. Our diverse ratings portfolio covers a wide range of investment strategies, such as fixed income securities, private equity, private credit, direct lending, real estate, infrastructure, and asset-based financing. The ideal candidate will possess substantial experience and a strong interest in fund investment and credit strategies, understanding how funds operate, allocate capital, and generate cash flows. Key Responsibilities: Oversee the new issuance rating process, evaluating critical factors such as capital structure, legal protections, collateral quality, cash flow dynamics, and the manager’s track record. Engage with issuers and conduct due diligence meetings to assess their investment processes, risk management capabilities, and overall execution efficacy. Draft rating memos and new issuance reports, providing recommendations to the rating committees. Lead ongoing monitoring and surveillance of current issuances and ratings, ensuring awareness of developments. Develop and maintain complex analytical spreadsheets and databases. Collaborate with KBRA’s experts across other sectors, such as project finance and structured finance, to innovate evaluation methods for complex multi-asset strategies. Mentor and supervise junior team members, fostering their analytical and professional growth.

Laniakea Funds is actively searching for a driven and innovative Junior Trader proficient in Python to support trade execution while contributing to the design and development of trading tools and strategies. This is a unique opportunity to gain insights from seasoned experts in the derivatives field, allowing you to tailor your career path within our dynamic organization.As part of our high-growth hedge fund, founded in 2023, you will engage in relative value (RV) volatility strategies across diverse asset classes. Our dedicated team of seven, with locations in London, Sydney, and New York, thrives on rigorous analysis and industry expertise to offer investors access to an overlooked asset class. We're excited to welcome a new team member who is eager to grow alongside us in a fast-paced startup atmosphere.

9fin develops an AI-powered platform designed to modernize the global debt markets, a sector valued at over $145 trillion. The platform centralizes proprietary credit data, in-depth analysis, and essential workflows, making it easier for banks, asset managers, private equity firms, law firms, and advisors to access and act on critical information. By streamlining data that is often scattered across outdated PDFs and manual processes, 9fin helps more than 300 leading institutions simplify their work. The company continues to grow in the US and maintains strong client retention. Role overview This Senior Covenant Lawyer - Distressed position calls for an experienced corporate finance attorney with a strong interest in indentures and complex documentation. The role supports 9fin’s distressed editorial teams, focusing on interpreting and analyzing bond and loan documents, particularly those tied to restructuring and liability management. The main emphasis is on expanding coverage of complex out-of-court restructurings in distressed situations. This position suits finance lawyers who want to remain active in their field while enjoying improved work-life balance. The role is based in New York, with flexible remote work options. Working at 9fin means collaborating with technologists, credit analysts, and journalists, and gaining exposure to new tools and approaches in the finance industry. Key responsibilities Analyze leveraged finance and high-yield documentation to provide actionable insights on distressed cases and primary market activity. Draft reports on secondary market scenarios, working closely with legal and credit analysis teams. Respond to client questions about covenant structures for specific borrowers and issuers. Use proprietary technology to improve interpretation of legal and financial data. Location This position is based in New York. Flexible remote work is available as needed.

Join iqeq as a Manager in Management Company Accounting, specializing in Private Equity Funds. In this key role, you will oversee accounting services for our diverse portfolio of private equity clients, ensuring accuracy and compliance in all financial reporting. You will collaborate with various departments to deliver exceptional client service and support strategic financial planning.

Position OverviewEqui is in search of a vibrant and entrepreneurial Chief of Staff & Agents to collaborate closely with our CEO. This position is ideal for an individual who revels in the intricacies of business operations and is eager to oversee daily functions. Designed for a proactive professional, you will navigate the crossroads of strategic execution, cross-functional leadership, and technological automation. You will embody the role of a founder, instigating high-level accountability for the firm’s priorities while also immersing yourself in the details to develop and implement agentic systems that streamline essential workflows across the organization.This pivotal and highly visible role demands a robust combination of strategic insight, operational proficiency, and a fervent interest in AI and automation. You will act as a force multiplier for the CEO and the executive team, ensuring alignment and successful execution while establishing the internal frameworks necessary to scale Equi for future endeavors. As a builder and process optimizer, you will champion the use of technology to generate exponential efficiencies.About EquiEqui is an investment management firm dedicated to crafting institutional-quality alternative investment solutions. We employ a distinctive business model: alongside our Equi-branded funds, we develop white label fund of funds products for premier independent multi-family offices and financial advisory firms across the nation. By integrating profound manager selection expertise with advanced portfolio construction, we provide unique outcomes for our clients and partners. We are at a significant turning point, with our assets under management growing swiftly. We have signed a Letter of Intent to launch an additional fund of funds product and anticipate more LOIs in the upcoming months. Our aim is to build a small, high-caliber team ready to expand with the platform and take on increasing responsibilities as we grow.Company ValuesOur culture is anchored by the values we collectively embrace:Elevate Every Encounter: We exceed expectations as fiduciaries to provide an exceptional client experience.Own It: We behave like owners, showcasing initiative and accountability.Seek Truth: We approach with positive intent, engage directly, and commit to openness, objectivity, and curiosity.Raise the Bar: We achieve excellence with agility and precision, embodying relentless resourcefulness.Remain Cohesive or Die: We uplift one another, setting aside ego to amplify our collective strength.

About Norm AiNorm Ai is at the forefront of Legal & Compliance AI innovation, serving a diverse client base with assets totaling $30 trillion under management. Our mission is to transform legal code into AI code, empowering enterprises to navigate legal and compliance processes with unparalleled speed, reliability, and trust.Our cutting-edge platform integrates advanced AI technologies, proprietary legal reasoning systems, and deep-rooted legal and regulatory expertise, enabling our clients to achieve their goals more effectively.Recently, we secured over $140 million in funding from prestigious investors including Blackstone, Bain Capital, Vanguard, Citi, New York Life, TIAA, Coatue, Craft Ventures, and notable figures like Henry R. Kravis and Marc Benioff.Norm Ai has pioneered the field of Legal Engineering, equipping lawyers to create and oversee domain-specific AI agents using our suite of no-code software tools. Our team includes numerous lawyers from top-tier U.S. law firms, trained as Legal Engineers specializing in Large Language Model-driven legal workflows.Our technology is employed by some of the largest and most influential institutions globally. As we continue to expand rapidly, we are actively seeking talented professionals to join all teams.AI Fluency Requirement:At Norm Ai, we expect all team members to demonstrate fluency in AI. Successful candidates will showcase their everyday use of AI to enhance their work processes, improve efficiency, and refine workflows. We encourage candidates to provide concrete examples of their AI application during the interview process, reflecting practical, hands-on experience.About Norm LawNorm Law represents a groundbreaking, AI-native full-service law firm designed for global institutional clients, such as Blackstone. Our unique approach to Legal Engineering empowers lawyers to develop AI agents that streamline and enhance the delivery of legal services, allowing our lawyers to concentrate on strategic oversight and high-value tasks.

About EquiEqui is a pioneering investment management firm dedicated to crafting institutional-quality alternative investment solutions. Our innovative business model not only features Equi-branded funds but also involves the creation of white label fund of funds products for leading independent multi-family offices and financial advisory firms across the nation. By merging profound manager selection expertise with advanced portfolio construction techniques, we deliver exceptional outcomes for our clients and partners. Currently, Equi is at a significant growth phase, experiencing rapid scaling of our assets under management (AUM). We've signed a Letter of Intent (LOI) to launch a new fund of funds product and anticipate further LOIs in the upcoming months. We are in the process of assembling a high-caliber team poised to grow with our platform and embrace increased responsibilities as we expand.About the RoleWe invite an ambitious investment professional with a true passion for investing to join Equi as we develop distinctive products within the alternative investment space. In this pivotal role, you will report directly to the Chief Investment Officer and take on a leadership position within the Investment Committee.This position merges thorough manager due diligence with portfolio construction, risk management, and team leadership, providing a clear pathway to greater responsibility as the firm evolves.You will collaborate closely with the CIO to source, assess, and oversee hedge fund managers while influencing portfolio construction and optimization decisions. Additionally, you will supervise a junior quant researcher, guiding analytical projects and fostering talent as we enhance our investment team. Equi engages managers via a combination of pooled funds, separately managed accounts (SMAs), and swap structures, necessitating adept navigation of various liquidity terms, transparency levels, and operational requirements. As a vital member of the Investment Committee, your input will directly impact capital allocation and strategic direction. This role presents a remarkable opportunity for a driven investment professional eager to contribute meaningfully to our mission.CultureAt Equi, we foster a collaborative and transparent environment where healthy debate is essential to our success. Our flat organizational structure ensures that ideas prevail based on merit rather than seniority, and we expect every member of the investment team to engage actively in discussions. We cherish intellectual honesty, rigorous analysis, and the humility to adjust our perspectives when warranted by evidence.

Position Title: Senior Analyst, Corporate Credit Funds ResearchKroll Bond Rating Agency (KBRA) is looking for a Senior Analyst to become an integral part of our Corporate Credit Funds Group. This dynamic team plays a crucial role in delivering market-oriented, data-driven research that focuses on the evolving private credit landscape. In this position, you will harness proprietary data to transform complex datasets into actionable credit insights for a diverse array of stakeholders, including investors and internal teams.Key Responsibilities:Collaborate with sector experts to develop comprehensive research utilizing extensive proprietary datasets, which includes:Corporate Research: Analyzing financial statements, lender investment memoranda, and credit agreements for over 5,300 sponsor-backed middle-market companies.Fund Research: Investigating rated note feeders, collateralized fund obligations, private equity net asset value loans, and asset-based finance reporting.Structured Credit Research: Conducting thorough evaluations of collateralized loan obligations (CLOs) and related structured products.Gain a profound understanding of the factors influencing credit, including the function of private markets, risk management, and investment return generation.Engage with senior firm members for research, database enhancement, and analytical collaboration.Attend diligence meetings with fund management teams to discern emerging themes within private markets.Monitor defaults and recoveries, and research their underlying causes.Compose quarterly reports covering corporate credit, structured credit, and fund-related issues, along with timely updates based on current trends.Create impactful presentations for both internal use and public conferences.

Join Justworks as a Senior Engineer in our Knowledge Systems team, where you will play a crucial role in developing innovative solutions to enhance our knowledge management systems. You will collaborate with cross-functional teams to drive improvements, ensuring that our knowledge systems are efficient, user-friendly, and scalable. Your expertise will help us deliver exceptional services that empower our users and enhance their experience.

Join us at Achievement First as a Grants Manager based in New York. In this pivotal role, you will oversee the management of grants, ensuring compliance, reporting, and the successful execution of funding programs. You will collaborate with various teams to secure resources that support our mission of providing quality education to all students. Your expertise in grant management will drive our initiatives and foster partnerships with stakeholders.

As a Fund Accounting Specialist, you will play a pivotal role in delivering exceptional fund accounting and investor reporting services tailored for private equity and alternative investment funds. Your responsibilities will include managing NAV production, overseeing capital activity, executing fee calculations, and ensuring compliance with fund governing documents. You will also collaborate closely with both internal teams and external stakeholders to enhance operational efficiency.Key ResponsibilitiesPrepare and/or review monthly and quarterly NAV packages to ensure accuracy and compliance.Record and analyze trade activity, income, and expenses while applying precise security valuations within the portfolio accounting system.Facilitate the preparation and review of capital call and distribution processes.Allocate fund-level profits and losses to investors and support the creation of ILPA-compliant investor statements in accordance with legal documentation.Calculate management fees and carried interest, ensuring accurate financial reporting.Conduct thorough analyses of fund expenses and coordinate the processing of these expenses.Review essential fund legal documents, including Limited Partnership Agreements and Private Placement Memorandums.Engage with internal teams, clients, auditors, and other external parties to support reporting, audits, and operational processes effectively.

Join our dedicated team at New York Home Care Specialists as a Caregiver, where you will provide compassionate support to clients in need. This role demands commitment, as caregivers are often required to be present throughout the day and week, but the rewards of making a difference in someone’s life are immeasurable. Our clients, whether they are ill, injured, elderly, or disabled, greatly appreciate the exceptional care they receive from our team. The ideal candidate will exhibit reliability, courtesy, and exceptional communication skills. You will be expected to follow directions and perform a range of tasks that assist our clients in maintaining their independence and dignity. Administer prescribed medication to clientsAssist clients with mobility both indoors and outdoors, including trips to doctor’s appointments or leisure walksSupport clients with personal hygiene and careGuide clients through physical therapy exercisesPrepare and plan meals, collaborating with clients when possibleShop for clients or accompany them during their shopping tripsConduct light housekeeping tasks that clients are unable to performProvide companionship and emotional supportDocument and report any unusual incidentsAct decisively and responsibly in emergency situations

Carta seeks a Senior Fund Accountant based in New York, NY. This position centers on managing client funds with precision and attention to detail. Role overview The Senior Fund Accountant handles daily fund accounting operations. Responsibilities include accurate recordkeeping, ensuring transactions are processed correctly, and maintaining compliance with regulatory standards. Client support This role also provides clients with clear and actionable financial insights. Strong communication and organizational skills are important for supporting client needs and meeting deadlines. Requirements Experience in fund accounting Knowledge of regulatory compliance Ability to deliver accurate financial information to clients Based in New York, NY

Join our dynamic team at Lewis Associates as a Hedge Fund Associate, where you will play a pivotal role in analyzing investment opportunities, conducting market research, and supporting the fund's investment strategies. This is an exciting chance to work in a fast-paced environment and contribute to the growth and success of our hedge fund.

Join Point72 as a Fund Reporting Associate, where you will play a pivotal role in delivering accurate and timely reports to our investment teams. This position offers an exciting opportunity to work in a fast-paced environment, closely collaborating with various departments to ensure data integrity and compliance with reporting standards.

Join the Magnitude Capital TeamMagnitude Capital, a forward-thinking alternative investment firm, is on the lookout for a dedicated Investment Analyst with experience in hedge funds or a related field. This role offers the chance to collaborate within our close-knit fund of hedge funds investment team. The ideal candidate will be a passionate learner in financial markets and investment strategies, equipped with strong data analysis and quantitative skills. This is a unique opportunity to advance your career by working alongside industry experts and playing a key role in our investment decision-making process.Key Responsibilities:Assist the core investment team in navigating complex portfolio decisions, contributing through insightful written evaluations and active group discussions.Utilize advanced analytical techniques to evaluate hedge fund managers’ abilities in generating diversifying risk-adjusted returns.Conduct thorough strategy and market research to analyze hedge fund managers’ strategies and associated risk factors.Enhance and maintain the analytical framework guiding our portfolio management decisions.Collaborate with our technology team to develop and sustain processes that capture, organize, and assess risk and performance data for both the portfolio and the industry.