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Associate, Focus Investment Partners

Focus Financial Partners
CompanyFocus Financial Partners
CategoryFinance
LocationBoston
RemoteOn-site (inferred)
EmploymentNot stated
LevelEntry
SalaryNot stated by the employer
Posted23 Jun 2026
Last verified4 Aug 2026
SourceEmployer ATS (greenhouse)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
Associate, Focus Investment Partners Boston, MA / New York, NY (Hybrid)   Position Summary: The Associate, Focus Investment Partners will support the firm’s private equity and venture capital fundraising platform through a combination of operational execution, investor servicing, administrative coordination, and project management responsibilities. Working closely with senior team members, this individual will help drive the day-to-day execution behind fundraising processes, investor communications, reporting, onboarding, and relationship management activities while gaining exposure to private markets and institutional fundraising. This role is ideal for an early-career professional with experience or interest in investment operations, private funds, investor relations, or fundraising support who is highly organized, detail-oriented, self-sufficient, and eager to learn. The position requires someone who can quickly absorb internal processes, proactively ask questions, and ultimately take ownership of recurring workflows and operational responsibilities with minimal oversight. The near-term focus of the role is execution-heavy operational support across fundraising and investor servicing activities, with longer-term growth opportunities into investor relations, diligence support, fundraising strategy, and business development.   Primary Responsibilities: Provide operational and administrative support for the firm’s private equity and venture capital fundraising platform. Help drive execution and coordination across fundraising processes, ensuring documents, trackers, follow-ups, approvals, and deliverables move forward accurately and on schedule. Coordinate investor meetings, conference participation, fundraising events, and internal team activities. Prepare meeting materials, fundraising presentations, investor communications, reporting packages, and organizational materials for internal and external use. Manage investor records, CRM updates, fundraising pipelines, relationship management documentation, and internal tracking systems. Assist with investor onboarding, subscription documentation, close trackers, due diligence requests, data room access, and ongoing investor information requests. Coordinate and follow up with third-party administrators, custodians, platforms, and service providers (including CAIS, Ultimus, and similar partners) to support fundraising and onboarding workflows. Serve as a point person for existing client relationships by responding to inquiries, coordinating follow-ups, resolving operational issues, and ensuring a high level of responsiveness and service. Track fundraising activity, investor engagement, outstanding action items, and key business development initiatives across the platform. Support senior team members by coordinating follow-up actions, maintaining project timelines, and ensuring operational workflows are executed efficiently and accurately. Partner with internal teams across investments, operations, compliance, legal, and marketing to support fundraising, onboarding, and investor relations efforts. Assist in developing and improving processes, reporting, organizational systems, and operational workflows to enhance team efficiency and scalability. Conduct research and analysis on investors, market trends, fundraising opportunities, and industry developments as needed. Support manager review and diligence processes by helping organize materials, summarize information, maintain diligence notes, and coordinate internal review workflows. Participate in client and investor meetings to gain exposure to relationship management, fundraising activities, and private markets investing. Take on increasing responsibility for investor communications, diligence coordination, relationship support, and fundraising initiatives as experience and knowledge develop. Qualifications: Bachelor’s degree in Finance, Economics, Busi
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