Vice President of Fund Governance
Company Description
Rubric Advisors is a fee-only fiduciary registered investment adviser based in San Francisco, providing institutional-grade wealth management to individuals, families, endowments, foundations, and nonprofits. The firm offers one transparent fee with no commissions or proprietary products, focusing on client-first, conflict-free advice. Its investment toolkit includes direct indexing, stock-level tax-loss harvesting, options overlays, private markets access, and integrated retirement planning, all delivered in a tax-aware framework. Rubric also provides OCIO services and non-discretionary investment management for institutional clients. The founder brings nearly two decades of experience building quantitative investment platforms and leading stock-selection strategies at a major global asset manager. Role Description The Vice President of Fund Governance is a full-time, remote role responsible for overseeing governance frameworks across Rubric’s investment vehicles and client portfolios. This role will develop and maintain policies and procedures for fund oversight, including compliance with regulatory requirements, internal risk controls, and client mandates. The individual will coordinate with investment, operations, compliance, and external service providers to ensure accurate reporting, transparent communication, and effective governance practices. Day-to-day responsibilities include reviewing fund documentation, monitoring adherence to investment guidelines, leading governance committee meetings, and preparing materials for board or client-level oversight. The role will also contribute to strategic initiatives that enhance Rubric’s governance standards, risk management processes, and client experience.
Qualifications
Strong knowledge of fund governance, investment management, and regulatory frameworks (e.g., SEC, RIA regulations, best practices for oversight of pooled vehicles and customized portfolios). Experience designing and implementing policies, procedures, and controls related to risk management, compliance, and investment guidelines. Proficiency in analyzing fund documents, legal agreements, and operational workflows, with the ability to synthesize complex information for stakeholders. Excellent communication, stakeholder management, and presentation skills, including experience working with boards, committees, or institutional clients. Demonstrated ability to work independently in a remote environment, manage multiple priorities, and collaborate effectively with cross-functional teams. Prior experience in wealth management, asset management, OCIO, or related institutional investment settings is strongly preferred. Bachelor’s degree in finance, economics, business, law, or a related field; advanced degree or relevant certifications (e.g., CFA, CAIA, JD, or compliance credentials) are a plus. High ethical standards, sound judgment, and commitment to a fiduciary, client-first approach to fund governance and oversight.