基金助理
- Fund Assistant Great Neck, NY 11021 $65,000
- $78,000 a year
- Full-time $65,000
- $78,000 a year
- Full-time Salary / 薪资待遇 $65,000
- $78,000 per year 年薪：$65,000
- $78,000 Location / 工作地点 Great Neck, Long Island, NY 纽约长岛大颈（Great Neck, NY） Job Type / 工作性质 Full-time (Monday-Friday) 全职（周一至周五） About Us 关于我们 Crown Mansion LLC is a real estate investment and management firm headquartered in Great Neck, Long Island, New York.
The company specializes in real estate development, fund management, and international trade, with a diversified portfolio of high-quality commercial and residential properties. Crown Mansion LLC 是一家总部位于纽约长岛大颈（Great Neck）的房地产投资与管理公司。公司专注于房地产开发、基金管理及国际贸易业务，拥有多元化的优质商业及住宅地产投资组合。 Key Responsibilities 主要职责 Fund Operations Support 基金运营支持 Assist in the daily operations and administration of company-sponsored investment funds. 协助公司基金产品的日常运营及管理工作。 Maintain fund documentation, subscription agreements, investor records, and compliance files. 整理并维护基金文件、认购协议、投资者档案及合规资料。 Assist in preparing fund performance reports and operational updates. 协助准备基金运营报告及业绩汇报材料。 Monitor project progress and coordinate communication among internal departments. 跟踪项目进展并协调内部各部门沟通。 Fundraising & Investor Relations 募资及投资者关系支持 Assist in preparing fundraising materials, presentations, and investment memorandums. 协助制作募资材料、路演演示文稿及投资备忘录。 Support investor onboarding, due diligence requests, and subscription processes. 协助投资者开户、尽职调查及基金认购流程。 Maintain investor databases and CRM systems. 维护投资者数据库及CRM系统。 Coordinate investor meetings, webinars, roadshows, and company events. 协调投资者会议、线上路演及各类市场推广活动。 Investment & Market Research 投资研究与市场分析 Conduct market research and collect real estate industry data. 收集房地产市场信息并开展行业研究。 Assist in preparing project summaries, investment analyses, and financial reports. 协助编制项目分析报告、投资建议书及财务资料。 Support due diligence and data collection for prospective investments. 协助投资项目尽职调查及数据整理工作。 Administrative Support 行政协调支持 Schedule meetings, prepare meeting minutes, and follow up on action items. 安排会议、整理会议纪要并跟进落实事项。 Maintain electronic and physical filing systems. 负责电子及纸质文件归档管理。 Provide administrative and operational support to senior management. 为管理层提供日常行政及运营支持。 Qualifications 任职资格 Required Qualifications 基本要求 Bachelor's degree in finance, Accounting, Real Estate, Economics, Business Administration, or related fields. 本科及以上学历，金融、会计、房地产、经济学、工商管理等相关专业优先。 1-3 years of experience in finance, real estate, banking, fund management, or related industries. 1-3年以上金融、房地产、银行、基金管理或相关行业工作经验。 Fluent in both Mandarin and English (written and spoken). 中英文流利（书面及口语）。 Strong proficiency in Microsoft Office, particularly Excel, PowerPoint, and Word. 熟练使用Microsoft Office办公软件，尤其是Excel、PowerPoint及Word。 Excellent organizational, communication, and multitasking skills. 具备优秀的组织协调能力、沟通能力及多任务处理能力。 Detail-oriented with a high level of professionalism and integrity. 工作细致认真，具备良好的职业素养和责任心。 Preferred Qualifications 优先考虑条件 Experience in real estate investment, private equity funds, asset management, or investor relations. 具有房地产投资、私募基金、资产管理或投资者关系相关经验。 Knowledge of financial statements and basic financial modeling. 熟悉财务报表分析及基础财务建模。 Familiarity with CRM systems and fundraising processes. 熟悉CRM系统及基金募资流程。 Progress toward or completion of CFA, CAIA, CPA, or similar professional certifications. 持有或正在考取CFA、CAIA、CPA等专业资格证书者优先。 What We Offer 我们提供 Competitive compensation package. 具有竞争力的薪酬待遇。 Career growth opportunities in real estate investment and fund management. 房地产投资及基金管理领域的职业发展机会。 Exposure to institutional investors and capital markets. 接触机构投资者及资本市场的宝贵经验。 Professional and collaborative working environment. 专业、高效、协作的工作环境。 Sponsorship opportunities may be considered for outstanding candidates. 优秀候选人可考虑提供工作签证支持。
Pay:
$65,000.00
00 per year
Experience:
Fundraising:
1 year (Required)
Language:
Mandarin (Required)
Work Location:
In person
