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
3 -6 years' experience in financial services and/or sales operations
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)
The salary range for this role is $100,000-110,000. Specific salary will be determined based on education, location, experience, and skill set of the individual selected for this position.
Benefits
Health insuranceVision insuranceRemote work optionsEquity / stock options
Additional Information
At HedgeServ, we're redefining what's possible in fund administration. With more than $700 billion in assets under administration, we partner with the world's most forward-thinking investment managers - across private equity, private credit, endowments, hedge funds and more - to deliver seamless, tech-enabled solutions that drive performance.
Our proprietary platform, enhanced by machine learning and robotic process automation, gives clients real-time insights and unmatched control over their operations. Alongside our technology, we offer award-winning service through our team-based approach -- led by a deeply experienced team of industry experts. Our solutions span the full investment lifecycle, including fund accounting, middle office, risk, compliance, tax, and investor services.
We're a future-focused company, empowering our people through a robust career development framework, clear career trajectories with structured learning paths, training, and progression plans. We invest in leadership development and in our collaborative culture, creating space for talent to grow. Our corporate values - Relationships, Support, Innovation, and Expertise - create a sense of shared purpose and belonging, and we recognize our employees sit at the core of our success. We continue to innovate and evolve through our employees, working together to achieve our shared vision and mission.
HedgeServ supports employees through a variety of offerings, including remote and hybrid working arrangements, and fully paid comprehensive health and well-being benefits. We've been recognized as an employer of choice, earning a top 100 workplaces designation.
Founded in 2008, HedgeServ has grown into a global organization with over 2,000 experts across the globe, with offices in the United States, Grand Cayman, Ireland, Poland, Bulgaria, Luxembourg, the Philippines, and Australia. We've earned numerous accolades, including Top Overall Administrator, along with #1 rankings for providing alternative asset services in Accounting, Technology, Client Service, Investor Services, Alternative Fund Expertise, Reporting, and Regulatory Expertise.
Job 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 agreements. 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.
The Business Development Support 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 tie up all the loose ends and finish a job will be of importance.
Hedgeserv · Dallas, TX