Fund Manager

Uplife Group by Kris Krohn
Orem, UT, US
$80K-$85K a year
Full-time
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Job Description

Job Description

Salary : $80,000 - $85,000 DOE

Job Title : Fund Manager

We are seeking a skilled Fund Manager who can spearhead the launch and management of investment funds with expertise in financial analysis, fund logistics, investor relations, and reporting.

The investment funds you will be managing include mostly real estate investment funds, but also a few venture capital funds and a debt equity fund.

The ideal candidate should have a strong background in fund operations, meticulous attention to detail, excellent communication skills, and a proactive approach to navigating complex financial environments.

Company Summary :

When you connect with the hugely popular brand known as The Kris Krohn Team, the journey will benefit both your career and your personal growth (www.kriskrohn.com).

Kris Krohn is a real estate maverick, best-selling author, speaker & breakthrough mentor. He helps people get on the path to financial freedom through financial principles, training, and real estate investing.

In addition to real estate, The Kris Krohn Team also manages funds in venture capital and debt equity investments. Kris' passion is helping people bridge the gap between where they are now & the results they want to achieve in every aspect of their lives including wealth, health, connection, and personal power.

His wildly successful training is currently consumed by millions of people on YouTube, all social media platforms, podcasts, webinars, and .

well, let's just say that Kris is EVERYWHERE!

Responsibilities :

  • Launch New Investment Funds :
  • Lead the development and launch of new investment funds, from initial concept to execution.
  • Conduct market research, feasibility studies, and financial modeling to support fund creation.
  • Financial Analysis and Auditing :
  • Perform comprehensive financial analysis and audits of existing funds.
  • Evaluate fund performance, risk factors, and compliance with regulatory standards.
  • Funds Logistics :
  • Manage the logistical aspects of fund operations, including extensive document handling (review, negotiation, acceptance / rejection).
  • Coordinate fund transactions such as wire transfers and fund disbursements.
  • Investor Relations and Portal Maintenance :
  • Cultivate and maintain relationships with investors, addressing inquiries and providing regular updates.
  • Oversee investor portal functionality and content, ensuring accuracy and accessibility.
  • In-House Liaison and Reporting :
  • Serve as the primary point of contact for all internal fund-related inquiries and communications.
  • Develop and maintain comprehensive spreadsheets and reporting mechanisms to track fund performance and compliance.
  • Quarterly Reporting and Investor Updates :
  • Prepare and publish quarterly reports on fund performance, financial statements, and market analysis.
  • Deliver investor update presentations, highlighting fund achievements, challenges, and strategic outlook.

Requirements :

  • Bachelor’s degree in finance, Economics, Business Administration, or a related field (Master's degree preferred).
  • Proven experience (5+ years) in fund management or related financial roles, with a successful track record in launching and managing investment funds.
  • Strong analytical skills with proficiency in financial modeling and risk assessment.
  • Excellent communication and interpersonal skills, with the ability to engage effectively with investors and stakeholders.
  • Detail-oriented with a focus on accuracy and compliance in fund operations.
  • Advanced proficiency in Microsoft Excel and financial software / tools.

Benefits :

  • 12 paid vacation days annually (4 hours PTO accrue every pay period)
  • 10 paid holidays plus one birthday holiday
  • Eligible for health, dental, vision, life, disability, and critical care benefits
  • On-site gym

Job Type : Full-Time

Salary : $80,000 - $85,000

Join our team and be part of a forward-thinking organization dedicated to driving financial success through strategic fund management.

If you thrive in a dynamic environment and possess the skills and experience to excel in this role, we encourage you to apply.

12 days ago
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