Job Description

COMPANY OVERVIEW

Los Angeles based middle-market Private Equity Firm.

The Firm is committed to a Team First environment, valuing each person and supporting them in achieving their individual goals. We seek team members who bring a growth mindset and share our enthusiasm for continuous improvement.

JOB DESCRIPTION

Based in Los Angeles, this individual will support core elements of the Firm’s business operations across compliance, operations, technology, and firmwide initiatives. This is a dynamic, high-visibility role that offers the opportunity to gain exposure to a broad range of functions within a middle market private equity firm. The role requires an in-office presence four days per week. You will join an energetic, collaborative team in an entrepreneurial environment where people enjoy coming to work every day.

KEY RESPONSIBILITIES

Compliance and Vendor Management

• Support the Compliance team and external consultants with SEC filings and the annual review process
• Manage the firm’s compliance software, including reviewing requests, maintaining certifications, and ensuring timely submissions
• Track fundraising and marketing meetings for compliance reporting
• Maintain compliance manual and internal policies, and stay current on regulatory trends through industry webinars
• Review vendor agreements, coordinate legal documentation, and assist in contract negotiation

General Operations and Culture

• Manage daily office functions, including facilities, supplies, and employee onboarding
• Coordinate firmwide initiatives such as compliance and HR training, team-building events, and branded materials
• Partner with leadership to plan and execute high-impact events such as the Annual Investor Meeting
• Maintain the firm’s CRM with investor-related information and support ad-hoc investor relations tasks
• Manage website content and coordinate distribution of press releases and announcements across external publications, MailChimp, and LinkedIn
• Assist with cross-functional special projects across the firm to improve operational efficiency

IT and Cybersecurity Coordination

• Establish and manage vendor relationships, evaluating service and software upgrades as required
• Manage IT infrastructure and evaluate opportunities for upgrades in partnership with vendors
• Lead cybersecurity efforts, including policy documentation, vendor coordination, and internal communications
• Regularly evaluate internal controls and implement technology-related process improvements

JOB REQUIREMENTS

• Bachelor’s degree, paralegal certification, or equivalent highly preferred
• 5+ years of experience in financial services, legal, accounting, or related professional services industries
• Strong judgment, discretion, and ability to handle sensitive information with confidentiality and utmost integrity
• Highly organized with the ability to multitask and manage competing priorities
• Excellent critical thinking and problem-solving skills, with strong attention to detail and analytical rigor
• Effective communicator, both written and verbal, with the ability to summarize complex issues clearly
• Confidence and poise interfacing with senior leaders and external service providers
• Strong documentation and contract review skills, with a comprehensive understanding of internal policies and procedures
• A team player with a strong work ethic, growth mindset, humility, and drive to contribute beyond the job description

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