MD, Agentic Fund Finance & Legal
About Equi
Equi exists to give investors superior tools to own their financial future. We bring institutional-quality alternative strategies — the small-to-midsize, hard-to-replicate kind that are genuinely difficult to access — to the wealth channel and institutional investors. Our ambition is to be a leading alternatives investment partner, and to elevate every portfolio we touch.
The opportunity in front of us is large. Alternatives allocation in the wealth channel is still a fraction of what it will be, and the firms serving it are mostly offering the same handful of strategies through the same structures. We build multi-strategy funds and custom mandates for some of the best independent multi-family offices and advisory firms in the country, and we pair deep manager selection with portfolio construction most of our competitors cannot run.
Momentum is the reason this seat exists now. We just launched the largest client in our history and have several more signed or close to it, with a multiple of today's assets as the near-term target. We are roughly ten people, which means this hire shapes the function rather than inherits it.
One thing to understand about the work: our funds invest through several layers of vehicles, onshore and offshore. That structure is what lets us deliver these strategies to this channel, and it makes the accounting and reporting genuinely complex. The finance function here is more demanding than the size of the firm suggests.
About the role
We are hiring an MD, Agentic Fund Finance & Legal to own the finance function for the fund complex and the management company.
You own the numbers the firm publishes: the NAV cycle and the reconciliation behind it, fund expenses and the annual budget, treasury and cash, audit and tax, and the corporate financials that go to the CEO and the board. You own the financial and legal architecture of every new vehicle we launch.
Fund finance and fund operations are peer functions here. Our Head of...