Business Development Support Associate

HedgeServ is a leading global fund administrator with more than $450 billion in assets under administration across all investment vehicles including Hedge Funds, Private Equity Funds, UCITS, Hybrid Credit Managers, Funds of Funds and Managed Account Platforms. We optimize our clients’ experience using unique proprietary technology coupled with robotic process automation, intuitive digital programs powered by machine learning, and enhanced by an extensive proprietary transaction data set. HedgeServ’s entrepreneurial and innovative spirit cultivates a productive and agile environment enabling its team to anticipate clients’ needs and consistently deliver solutions in real time. Led by the most experienced team of industry experts, HedgeServ with 1,500+ professionals around the globe expertly provides customizable solutions for their clients’ risk, portfolio management, middle office, investor relations, accounting, regulatory, compliance, and tax services. Since its inception in 2008, HedgeServ has received numerous accolades, including Top Overall Administrator and #1 rankings for Fund Accounting, Reporting & Reporting Technology, Client Service, Investor Services, Alternative Fund Expertise, and Regulatory Expertise.

HedgeServ is a progressive company with continuously evolving ways of working to ensure a future-focused mindset. Our employees benefit from a robust career development framework and clear learning paths which outline career trajectory, training and progression plans. HedgeServ supports employees through a variety of offerings, including remote and hybrid working arrangements, and fully paid comprehensive health and well-being benefits. HedgeServ was recognized as a Next Gen employer by RippleMatch on its list of 100 top workplaces for Generation Z for 2022. HedgeServ operates 13 offices in the United States, Grand Cayman, Ireland, Poland, Bulgaria, Luxembourg, Philippines and Australia.

Team Description

The Business Development Support team facilitates the service scope agreement process for HedgeServ prospects and clients globally, including the formulation of fee analyses and preparation of proposals and client legal agreements, amendments, and supplements. The team’s objectives are supported by the collection and analysis of prospect, client and company information, as well as constant engagement with the firm’s Senior Leadership and key client contacts.

Job Description

The Business Development Support Associate role calls for someone who is systematic, structured and organized by nature.  The person fulfilling this role should be approachable, thorough, methodical, self-disciplined, careful and diplomatic in approach.  Consistency and the ability to drive a process to completion will be of the utmost importance.

Role Responsibilities

• Support senior management in prospect and client discussions for new business and services
• Prepare fee analyses, proposals, and client agreements
• Lead cross-functional projects to capture and analyze client and company information from multiple sources
• Manage team open item list and follow up on outstanding items
• Track pipeline of prospective, transitioning, and existing clients and service requirements
• Maintain a large volume of client agreements and database of negotiated terms and conditions
• Provide regular reporting and ad hoc analyses as requested

Pre-requisite Knowledge, Skills and Experience

• Bachelor’s Degree from four-year college or university
• Up to 2 years’ experience in financial services or related field
• Exceptionally organized and detailed-oriented with the ability to meet a strict standard of quality and accuracy
• Strong verbal and written communication skills
• Ability to work effectively with senior management
• Proficient in MS Office (Excel, Outlook, Word, Power Point)