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Remote Fund Formation Jobs in California (NOW HIRING)

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Remote Fund Formation information

What is a remote fund formation specialist?

A Remote Fund Formation specialist is a professional who assists clients in setting up investment funds, such as private equity or hedge funds, while working remotely. They handle all aspects of fund structuring, legal documentation, regulatory compliance, and coordination with service providers, often leveraging technology to communicate and manage processes with clients from different locations. Their expertise ensures that funds are established in accordance with applicable laws and tailored to investors' needs, without requiring in-person meetings. Remote Fund Formation specialists are increasingly in demand as the financial industry embraces virtual workflows.

What are some common challenges faced by professionals working in remote fund formation roles, and how can they be addressed?

Professionals in remote fund formation often face challenges related to coordinating across multiple time zones, maintaining clear communication with clients and legal teams, and ensuring compliance with complex regulatory requirements. To address these challenges, it's important to leverage collaboration tools, establish regular check-ins with stakeholders, and stay updated on industry regulations. Being proactive in communication and documentation helps streamline workflows and reduces the risk of missteps in the fund formation process.

What is the difference between Remote Fund Formation vs Remote Fund Accountant?

AspectRemote Fund FormationRemote Fund Accountant
Primary RoleAssists in establishing new investment funds, including legal setup and structuringManages ongoing accounting, financial reporting, and compliance for funds
Required CredentialsLegal or financial background, often with legal or fund formation certificationsAccounting certifications like CPA preferred
Work EnvironmentCollaborates with legal, compliance, and investment teamsWorks closely with fund managers and investors on financial data
Industry UsageCommon in private equity, venture capital, and hedge funds

Remote Fund Formation focuses on establishing new funds, requiring legal and structuring expertise, while Remote Fund Accountant handles ongoing financial management and reporting. Both roles are essential in the fund industry but serve different stages of the fund lifecycle.

What are the key skills and qualifications needed to thrive as a remote fund formation specialist?

To thrive as a Remote Fund Formation Specialist, you need expertise in fund structuring, securities laws, and investment management, often supported by a law degree or experience in finance or legal services. Familiarity with legal documentation software, compliance platforms, and financial analysis tools is typically required. Exceptional attention to detail, strong organizational skills, and effective communication are crucial soft skills for this role. These abilities ensure the accurate, compliant, and efficient formation of investment funds in a remote setting, minimizing risks and facilitating smooth client interactions.
What are the most commonly searched types of Fund Formation jobs in California? The most popular types of Fund Formation jobs in California are:
What are popular job titles related to Remote Fund Formation jobs in California? For Remote Fund Formation jobs in California, the most frequently searched job titles are:
What job categories do people searching Remote Fund Formation jobs in California look for? The top searched job categories for Remote Fund Formation jobs in California are:
What cities in California are hiring for Remote Fund Formation jobs? Cities in California with the most Remote Fund Formation job openings:
Remote Fund Formation jobs near you
Infographic showing various Remote Fund Formation job openings in California as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution.

Investment Professional - Venture Capital, Secondaries & Co-Invests

Global Endowment Management

San Francisco, CA • On-site, Remote

$250K - $350K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Job description

Job Overview

GEM is seeking a senior investment professional to join our Investment Research Group and lead our venture capital secondaries and co-investment practice. This professional will report to the Managing Director of Venture Capital and will play a central role in sourcing, evaluating, and executing secondary transactions and co-investment opportunities across the technology and venture capital landscape.

We are seeking a candidate with 10+ years of experience in venture capital, fund-of-funds, or institutional investing, with deep knowledge of the technology sector and a proven ability to source and underwrite secondaries and co-investments. The ideal candidate is highly self-motivated, analytically rigorous, and possesses strong deal judgment. Senior investment professionals at GEM are empowered to work independently, cultivate relationships across the ecosystem, and drive high-conviction investment recommendations.

Key Duties & Responsibilities

The position responsibilities include, but are not limited to, the following:

  • Contribute to building a best-in-class venture capital program across primaries, secondaries and co-investments.
  • Lead GEMs secondaries and co-investment practice, an integral and growing part of its overall venture capital program
  • Identify and assess secondary market opportunities, including LP interest sales and structured liquidity solutions
  • Source and evaluate co-investment opportunities alongside GEMs venture capital and technology-focused fund managers
  • Lead underwriting and due diligence on secondary transactions and co-investments, including financial modeling, market analysis, and reference checks
  • Build and maintain relationships with top-tier venture capital managers, technology investors, and intermediaries in the Bay Area and beyond
  • Participate in capital formation activities and client-facing communications
  • Mentor junior investment professionals and contribute to the firms investment process and culture

Qualifications

Successful candidates will display traits inherent in GEMs collegial and team-oriented culture, including enthusiasm, honesty, humility, integrity, and curiosity.

  • Undergraduate degree with strong academic performance; CFA or MBA preferred
  • 10+ years of relevant experience in venture capital, fund-of-funds, or institutional investing focused on the technology sector, with a track record of successful secondary transactions and co-investments
  • Deep familiarity with the venture capital and technology investment landscape, particularly in the Bay Area
  • Ability to conduct industry research, articulate opinions, and make clear and concise investment recommendations
  • Strong communication and interpersonal skills, work ethic, and professional demeanor in a team-oriented, collaborative environment

Compensation

  • The base salary range for this position is $250,000$350,000 annually. The actual base salary will be determined based on experience, skills, and other job-related factors.
  • This role will be eligible for an annual discretionary performance bonus, based on both individual and Company performance.

Benefits

  • 401(k) retirement plan with employer contribution
  • Comprehensive medical, dental, and vision health insurance
  • Life insurance; short- and long-term disability insurance
  • Flexible Spending Account / Health Savings Account
  • Education assistance, including certifications, professional membership reimbursements, and related expenses.
  • Wellness reimbursement program
  • Paid time off
  • Firm and team outings/socials

Working Conditions

  • Position type Full-time
  • Work schedule Minimum 40 hours/week
  • Work location Remote, San Francisco, CA
  • Essential physical requirements Ability to sit and work on a computer for an extended period
  • Travel requirements up to 10%

Apply