BDC Customer Service Representative - Acura Sales

Join IQEQ as the Managing Director of BDC Funds, where you will play a pivotal role in leading our client services team. Your expertise will drive strategic initiatives and foster relationships with key stakeholders in the financial sector. You will oversee the development and management of our BDC funds, ensuring alignment with client objectives and regulatory standards. This is an excellent opportunity to leverage your leadership skills in a dynamic environment.

Transforming Retail Access to Venture CapitalInnovation is the cornerstone of progress and opportunity. Yet, everyday investors are often excluded from these prospects. Our mission is to change that.For years, only a privileged few had access to America’s most promising private companies. With USVC, we are introducing an SEC-registered vehicle designed to democratize access to premier, multi-stage venture capital for everyone. Supported by AngelList and a strategic partner RIA managing the fund, we are removing barriers: no accreditation, no prolonged lockups, and no complicated carry structures. Just seamless access to the companies that will define tomorrow.Role OverviewAs the driving force behind USVC, you will take ownership of the comprehensive fund operating model, which includes governance, management of service providers, net asset value (NAV) and reporting cycles, audits and filings, as well as coordination of distribution and transfer agency operations. This role offers the unique opportunity to pioneer new standards, creating playbooks for innovation, automation, and a technology-driven back office.

iqeq seeks a Managing Director of Fund Accounting to join the CFO Services team in New York. This senior leadership position centers on overseeing fund accounting operations and driving strategic projects within the group. Key responsibilities Guide fund accounting activities and ensure operational excellence Shape and implement strategic initiatives for the CFO Services team Maintain strict compliance with industry and regulatory standards Foster strong client relationships and deliver consistent, high-quality service What this role involves The Managing Director will set direction for fund accounting processes and play a key role in the team’s strategy. Upholding compliance and building trust with clients are central to success in this position. Location This role is based in New York.

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.

The Company You’ll JoinCarta connects founders, investors, and limited partners through innovative software tailored for the venture capital, private equity, and private credit sectors. With over 65,000 companies in more than 160 countries relying on our platform, we provide the essential tools needed to build, invest, and scale with confidence.Our Fund Administration platform supports over 9,000 funds and SPVs, managing nearly $185 billion in assets. Designed to enhance the strategic impact of fund CFOs, our solutions have received accolades from Fortune, Forbes, Fast Company, Inc., and Great Places to Work, showcasing our commitment to reshaping private market infrastructure.Together, we are creating an end-to-end ERP platform tailored for private markets. Traditional ERP solutions often fall short for Private Funds, necessitating a comprehensive software solution that replaces outdated spreadsheets and disconnected service providers. Carta's software is revolutionizing private markets to mirror the efficiency of public markets, providing a unified ERP for private capital.For more about our culture and work environment, please visit our Carta careers page.The Team You’ll Work WithAs the Director of Sales for our Private Equity - Fund Administration team, you will spearhead the development and execution of strategic initiatives aimed at driving growth across our suite of Fund Administration solutions tailored for Private Equity, Private Credit, and Real Estate Funds. You will lead, mentor, and manage a high-performing team of sales professionals, guiding them in presenting our comprehensive product offerings, including Fund Administration, portfolio management, analytics, investor management, and more.In this leadership role, you will oversee a consultative sales process that highlights the advantages of our premier fund administration platform and services, customized to meet the evolving reporting needs of our clients. You will champion our technology to ensure it aligns with the requirements of both fund GPs/Admins and their investors/LPs. This position offers the unique opportunity to collaborate cross-functionally with product, marketing, and client success teams to drive product adoption and market expansion.The Problems You’ll SolveYour primary challenge will be to drive new business growth within our Private Equity Investors sales motion, focusing on month-over-month and year-over-year net new ARR growth.

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.

Role overview IQEQ is hiring a Director of Business Development - International Funds to help expand our reach in global markets. Based in New York, this leadership position centers on growing our international funds business and developing strong relationships with clients across different regions. What you will do Identify and pursue new opportunities in the international funds sector Build and maintain strategic partnerships with clients and key industry contacts Guide clients through complex international finance and fund structures Maintain high standards of client service throughout each engagement Requirements Background in international finance and funds Proven ability to drive business growth and secure new partnerships Leadership experience and a collaborative style in team and client settings Strong communication and problem-solving skills This New York-based role offers the opportunity to shape IQEQ’s strategy for international business development while working closely with global clients.

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 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.

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.

Position Title: Funds Ratings Associate / Associate Director Company: Kroll Bond Rating Agency, LLC Employment Type: Full-time Location: New York, NY Overview: Kroll Bond Rating Agency, LLC is on the lookout for an enthusiastic Associate/Associate Director to bolster our expanding Funds Ratings team in New York. This role involves assigning and monitoring credit ratings for various debt instruments issued by funds, closed-end funds, and other financial vehicles. Our diverse ratings portfolio includes funds utilizing a range of growth and income generation strategies across asset classes such as fixed income securities, private equity, private credit, real estate, and middle market lending. We seek a candidate with a robust background and passion for fund investment and credit strategies. Key Responsibilities: Conduct credit research on a diverse array of funds and investment vehicles. Assist in the creation of rating and analytical models, including cash flow and asset coverage models to assess fund debt structures. Prepare and present internal credit memos and publications through quantitative and qualitative analysis. Engage in diligence meetings with fund management teams to evaluate their investment expertise, risk management capabilities, and strategy execution. Develop and maintain intricate spreadsheets and databases for analysis. Collaborate with KBRA specialists in various sectors, including project finance, corporate finance, and structured finance. Support research initiatives for internal use and publication purposes. Associate Directors will independently lead the credit ratings process and research on various debt transactions involving investment funds. Qualifications: Bachelor's degree in Finance, Economics, or a related field. Demonstrated experience in credit analysis, fund investment strategies, or related fields. Strong analytical skills with the ability to interpret complex financial data. Exceptional communication and presentation skills. Proficiency in Excel and financial modeling.

Join the Rallye Motor Company, the leading luxury automotive group in Long Island, as we seek a dedicated BDC Customer Service Representative for our Acura Service Business Development Center (BDC) in Roslyn. We are looking for individuals with full-time availability who possess exceptional customer relations and follow-up skills. If you're eager to grow within a supportive environment that values development and advancement opportunities, we encourage you to apply! This role is ideal for someone seeking a long-term position to leverage their customer service abilities while engaging with a distinguished clientele and becoming part of a dynamic team.Key Responsibilities:Assist the service team by promptly addressing client inquiries.Schedule service appointments and accurately log them in E-leads, noting any special requests from clients.Manage incoming phone and internet inquiries.Provide clients with updates on vehicle repair statuses and other service-related processes.Collaborate closely with service advisors.Conduct follow-up calls to ensure customer satisfaction.At Rallye Motor Company, we are dedicated to attracting and retaining a talented, diverse workforce that upholds our commitment to exceptional customer service and automotive excellence. We offer our team members a variety of career opportunities that foster personal growth, work-life balance, and equality. Our competitive benefits, emphasis on employee development, and high earning potential are just a few reasons to consider joining our team!

Based in New York, RXR is a dynamic investment manager with a robust platform comprising over 450 professionals. Our expertise spans a diverse range of value creation activities including acquisitions, asset and portfolio management, real estate operations, development, construction, leasing, and innovative technology solutions. RXR actively invests in real estate credit, rental housing, commercial properties, and property technology utilizing value-added and opportunistic investment strategies.Job OverviewThe Associate will play a pivotal role in managing RXR’s existing and new real estate private equity and debt funds. Responsibilities include overseeing daily fund and portfolio operations, financial forecasting, and ensuring seamless coordination among internal teams for the successful execution of portfolio business plans. This position also involves supporting investor reporting through the synthesis of portfolio insights, ensuring timely and accurate communication of fund updates and materials to Limited Partners (LPs). The Associate will blend operational precision with investment acumen to facilitate smooth fund operations and keep investors well-informed. Collaboration with acquisitions, asset management, strategy and product development, and accounting teams will be crucial for generating in-depth analytics, maintaining portfolio models, and aiding strategic capital allocation decisions.

IQ-EQ seeks a Manager of Private Equity Fund Accounting based in New York. This position is responsible for managing fund accounting operations with a strong emphasis on accuracy, regulatory compliance, and attentive client service. Key responsibilities Direct daily accounting activities for private equity funds Monitor and ensure compliance with applicable regulations and internal standards Lead, mentor, and support a team of accounting professionals Oversee the preparation of financial statements and performance reports Build and maintain effective relationships with clients and key stakeholders Role focus This role centers on delivering accurate fund accounting, upholding compliance, and fostering strong client connections while guiding a team through complex financial processes.

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.

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

Are you a creative and strategic thinker with a passion for social media? Join sbg-funding as our Social Media Manager, where you'll have the opportunity to shape our online presence and engage with our community. You will be responsible for developing and executing innovative social media strategies that align with our brand goals. Your expertise will help elevate our voice across various platforms.In this role, you will collaborate with cross-functional teams to create compelling content, analyze performance metrics, and drive engagement through targeted campaigns. Your insights will be crucial in refining our approach and expanding our reach.

Call Center / Business Development Center ManagerAt Fuccillo Automotive Group, we place immense value on the success of our Business Development Center (BDC). We are currently seeking an AUTOMOTIVE BDC LEADER who has a proven track record of success in Call Center or BDC Management to join our dynamic team.Demonstrated experience in Call Center or BDC management with quantifiable success is essential.Proven ability to inspire and hold the BDC team accountable to meet sales objectives.Familiarity with our CRM system (Dealersocket) will be advantageous.A leader who sets an example and understands the dedication required to excel in their craft.Willingness to invest the necessary time and effort, driven by a passion for achieving results.All applications will be treated with the utmost confidentiality.

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.