Analyst – Investor Services

Bridge Investment Group•Sandy, UT

1d•Onsite

About The Position

As an Analyst within our Investor Services team, you work with the team to perform reviews of investor documentation, investor support and outreach, and process updates to existing investors information as part of our ongoing maintenance processes. Support the review process of investor files and assist with investor onboarding and updates. Participate in the documentation collection process from investors and investment managers. Be aware of the Tax, AML/KYC, Legal and Compliance requirements, liaise with the appropriate departments to obtain these requirements form investors and act in accordance with all policies and procedures. Deliver high-quality service to investors and internal partners by providing timely and professional communication to inquiries. Proactively follow-up with all parties involved in the account update process. Assist with other investor onboarding processes, including but not limited to data entry, document reviews, and closing procedures. Ensure compliance with all established SOC controls.

Requirements

Adept at in Microsoft Office (proficiency in Excel is essential)
Must be proactive and possess solid follow-up skills with an ability to track aged or long-term tasks
Highly organized with a proven ability to work under pressure and meet deadlines
Excellent relational skills
Refined written and verbal communication skills
Strong interpersonal skills
Ability to work independently, as well as, within a team

Nice To Haves

Degree in Finance, Business, Economics, or related field preferred
Working experience in investor services, investor relations, or a related field (private equity, wealth management, financial services, fund administration, or in a legal capacity working with corporate transactions) preferred
Knowledge of legal entity structures will be helpful
Experience reviewing and interpreting organizational documentation is a plus
Working knowledge of Salesforce and other CRM platforms will be helpful

Responsibilities

Perform reviews of investor documentation
Provide investor support and outreach
Process updates to existing investors information
Support the review process of investor files
Assist with investor onboarding and updates
Participate in the documentation collection process from investors and investment managers
Be aware of Tax, AML/KYC, Legal and Compliance requirements
Liaise with appropriate departments to obtain requirements from investors
Act in accordance with all policies and procedures
Deliver high-quality service to investors and internal partners
Provide timely and professional communication to inquiries
Proactively follow-up with all parties involved in the account update process
Assist with other investor onboarding processes, including data entry, document reviews, and closing procedures
Ensure compliance with all established SOC controls

Benefits

Comprehensive insurance options, including Medical, Dental, and Vision
Optional coverage such as Critical Illness, Accident, Legal & Identity Theft, and Pet Insurance
Company-paid Life Insurance, with the option to purchase additional coverage
Company-paid Long-Term Disability coverage
Access to a benefits concierge service for personalized support
Access to mental health and well-being resources
401(k) Plan with dollar-for-dollar company match up to 6% of pay
Contributions are fully vested immediately
Eligible employees are automatically enrolled at a 4% contribution rate
Paid Time Off (PTO)
11 paid holidays annually
Parental Leave (Four weeks of paid parental leave as a primary caregiver, or Two weeks of paid parental leave as a secondary caregiver after six months of employment; up to twelve weeks of paid parental leave per birth, adoption, or placement for eligible primary caregivers after two years of employment)
Tuition Reimbursement of up to $5,000 per year for pre-approved education expenses