Fund Specialist

2 days ago


Kannur, Kerala, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Senior Investment Fund Specialist

We are seeking a highly skilled professional to lead the analysis of fund-level agreements between general partners and limited partners.

This role requires expertise in alternative investment funds, legal documents, and data extraction.

Main Responsibilities:
  • Data Analysis: Review AI-extracted data for accuracy, completeness, and compliance with industry standards.
  • Quality Control: Verify output from Limited Partnership Agreements, side letters, and related legal documents against source material to correct discrepancies and inconsistencies.
  • Training and Oversight: Train junior team members and maintain quality controls through oversight.
  • Fund Knowledge: Leverage understanding of alternative investment funds, LPAs, and side letters to identify key data points and legal provisions necessary for complying with regulatory, reporting, and operational requirements.
  • Collaboration: Provide expert insights to product, R&D, and operations teams on contract structure, key provisions, and fund obligations.
  • Quality Assurance: Develop and execute quality control protocols and validation checklists for legal document data extraction.
  • Error Management: Document anomalies, validate corrections, and ensure that all extracted data meets predefined accuracy thresholds.
  • AI Development: Collaborate with AI developers and product teams to relay findings, common error patterns, and areas for algorithmic improvement.
  • Model Refining: Assist in refining machine learning models by providing annotated examples and detailed feedback on system performance.
  • Reporting: Maintain comprehensive records of quality assurance reviews, annotations, and system feedback.
  • Performance Tracking: Generate regular reports outlining data extraction performance, trends in errors, and recommendations for process enhancements.
  • Cross-Functional Collaboration: Work closely with data science, legal operations, product design, and tech teams to ensure that data extraction aligns with legal requirements and operational best practices.
  • Professional Development: Participate in training sessions and workshops to stay updated on regulatory changes and industry best practices within alternative investment funds.


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