Fund Setup Analyst
Career Launch AI
New York, NY
Fund Setup Analyst
Location: New York, NY
Employment Type: Full-Time
Estimated Compensation:
$140,000 – $185,000 total annual compensation (varies by employer)
About This Posting
This job description represents a sample Fund Setup Analyst position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles focused on fund launches, structuring, and operational setup across asset management firms.
Actual openings may vary based on employer type (hedge funds, private equity, venture capital, asset managers, fund administrators), fund structure (open-end, closed-end, SPV, SMA), and asset class focus.
For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/
Position Overview
Fund Setup Analysts support the launch and onboarding of new investment funds by coordinating operational, legal, and administrative setup activities. The role blends fund operations, regulatory awareness, and cross-functional project management to ensure funds are fully operational prior to launch and investor onboarding.
Fund Setup Analysts work closely with investment teams, legal counsel, compliance, fund administrators, custodians, and prime brokers.
Key Responsibilities
Support the end-to-end setup and launch of new investment funds and vehicles
Coordinate fund onboarding with administrators, custodians, prime brokers, banks, and service providers
Assist with fund structuring, documentation, and operational readiness processes
Track completion of legal, compliance, tax, and operational requirements for fund launches
Support account openings, system configurations, and data integrations
Maintain detailed project plans, timelines, and launch checklists
Prepare and review fund setup documentation, internal memos, and approvals
Assist with initial NAV setup, capital activity workflows, and reporting frameworks
Identify setup issues, risks, or delays and escalate appropriately
Preferred Qualifications
Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
Strong understanding of investment fund structures and asset management operations
Prior experience or coursework in fund operations, accounting, or administration (preferred)
Strong organizational and project management skills with high attention to detail
Proficiency in Excel; familiarity with fund administration systems is a plus
Ability to manage multiple workstreams and deadlines simultaneously
Strong written and verbal communication skills
Interest in fund launches, asset management infrastructure, and investment operations
About the Career Launch AI Talent Network
The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:
Skills-based role matching
Resume and profile optimization
Guidance on outreach to fund operations and investment teams
Interview preparation for fund operations, onboarding, and setup roles
To learn more or express interest in fund setup and investment operations roles, visit:
https://www.careerlaunch.ai/