Investment Implementation Analyst

About the Role

The Investment Implementation Analyst is a member of the Investment Implementation team within GCM Grosvenor’s Finance Department. This role focuses on day-to-day investment operations-related responsibilities for the GCM Grosvenor funds, with an emphasis on implementing investments across various asset classes including hedge fund, credit, private equity, real estate, and infrastructure. The Analyst will collaborate with internal departments such as Investments, Portfolio Management, Legal, Fund Finance, and Client Services, as well as external parties including investment partners and their service providers. This position is based in the Chicago office and follows a hybrid schedule, requiring in-office attendance Tuesday through Thursday.

Key Responsibilities

• Liaise with internal teams and external investment partners and service providers regarding investment decisions and related inquiries.
• Execute investment decisions of Portfolio Managers, Investment Committees, the Operations Committee, and clients by implementing subscriptions, redemptions, and transfers of interests.
• Prepare and disseminate investment documentation (e.g., subscription documents, co-investment documents, redemption notices, transfer agreements, letters of direction).
• Manage incoming Anti-Money Laundering (AML) and KYC requests, ensuring complete and timely responses.
• Serve as a point of contact for additional inbound inquiries and requests from external investment partners and service providers.
• Triage, research, and respond to all internal/external requests accurately and within deadlines, coordinating with internal teams as needed.
• Negotiate and implement transactions with managers to effect fund modifications, restructures, transitions, and transfers in-kind.
• Review and analyze governing documentation for planned investments to understand terms and conditions and ensure proper tracking in databases.
• Prepare client reports and communications and implement customized client requirements.
• Review legal documentation for newly created GCM Grosvenor funds to identify and extract key information for investment implementation.
• Perform liquidity analysis on investments.
• Monitor and ensure compliance with internal trading policies and procedures.
• Design and implement controls and process improvements, working with IT to automate and leverage existing technology.
• Lead and participate in special and recurring projects, reporting results to senior management.
• Perform additional related duties as assigned.

Requirements & Tech Stack

• BA/BS in Finance or related field with outstanding academic credentials.
• 0-4 years of experience in asset management, preferably in an investment operations role.
• Outstanding written and verbal communication skills, including with clients and external stakeholders.
• Strong attention to detail and concern for quality and accuracy of work product.
• Ability to prioritize and multitask in a fast-paced, changing environment.
• Strong analytical, problem-solving, and decision-making skills.
• Demonstrated initiative and ability to manage projects independently from start to finish.
• Proven ability to work both independently and collaboratively within a team.
• Highest degree of integrity and discretion with confidential information.
• Excellent work ethic and high degree of professionalism.
• Proficient in Adobe Acrobat and Microsoft Office.
• Willingness to create and leverage AI-enabled tools to improve productivity and day-to-day operations.

Qualifications

• Self-motivated and energized by working amongst thoughtful, smart, and successful colleagues.
• Enjoys being part of an organization focused on excellence.
• Naturally collaborative person who enjoys interacting with individuals at all levels.
• Strong team player with a proactive approach.
• Ability to exercise discretion and judgment.