Associate - Fund Services
About The Position
We are currently looking for a proactive/diplomatic Investor Services professional who will serve as key liaison between the company and a portion of its investor/intermediary base with focus on addressing inquiries related to investment status. The ideal candidate will combine strong financial understanding with empathy, discretion, and excellent communication skills. This is a critical role requiring professionalism, emotional intelligence, and strategic thinking to maintain investor trust and manage expectations. This role will be full-time 40 hours a week for a temporary period of estimated 8-10 months, could potentially be extended longer.
Requirements
- Bachelor's degree in Business, Communications, Finance or related fields
- 3+ years of experience in investor relations, client services, finance, or communications
- Exceptional interpersonal and written communications skills with a customer-first mindset, including the ability to convey complex information simply and calmly
- Ability to remain composed and diplomatic during difficult conversations or investor frustrations
- Detail-oriented and highly organized, with strong problem-solving skills
- Familiarity with financial products, real estate, private equity, or fund administration a plus
- EB-5 experience a plus
- Bilingual in Mandarin or Vietnamese a plus
Nice To Haves
- High emotional intelligence and professional demeanor
- Ability to interpret financial data and explain complex information clearly
- Comfort working in a fast-paced, deadline-driven environment
- Commitment to confidentiality and discretion
Responsibilities
- Serve as primary point of contact for investor and intermediary inquiries related to payment status, capital returns, deferred interest, and general financial updates.
- Draft and deliver timely, accurate, and professional responses to inquiries that reflect company's messaging and values
- Maintain detailed logs of investor communications and follow-up actions
- Proactively communicate with investors and intermediaries during anticipated or known delays to manage expectations
- Support broader investor relations efforts including updates, newsletters, and FAQ documents
- Collaborate with legal team to ensure all communications meet regulatory standards
- Monitor trends in investor and intermediary concerns and escalate recurring issues to leadership for resolution
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Number of Employees
101-250 employees
