Associate, Investor Services
About The Position
Graham Capital Management, L.P. is seeking an seeking an Investor Services Associate to join its Investor Relations team. This individual will play a key role in supporting institutional and private wealth clients with a focus on client service and operational due diligence. This role offers the opportunity to work cross-functionally across the firm’s operational teams including Business Development, Marketing, Compliance, Legal, Fund Administration, Technology, and Trading Services and is suited for candidates with excellent communication skills, sound judgement, and a strong sense of accountability.
Requirements
- Bachelor's degree.
- 3-10 years of relevant experience within the alternative investments industry, ideally at a hedge fund.
- Familiarity with hedge fund structures, fund operations, and due diligence requirements of institutional allocators.
- A proactive and resourceful approach, with sound judgment and a willingness to take ownership.
- Collaborative mindset and eagerness to learn; thrives in a team-oriented culture that values shared success.
- Exceptional attention to detail and strong organizational and project management skills.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office (Excel, Word) and experience with CRM systems.
- Series 3 will be required after joining.
- This role requires commuting into our Rowayton CT office Mondays through Fridays.
Nice To Haves
- Prior operational due diligence or client service experience at a hedge fund.
Responsibilities
- Support the firm’s response to investor operational due diligence reviews, including completion of DDQs, custom questionnaires, and follow-up queries.
- Coordinate cross-functional responses and materials from internal teams (e.g., Legal, Compliance, Risk, Operations, and Technology) to ensure timely, accurate, and well-articulated deliverables.
- Maintain and update investor-facing documents, operational due diligence materials, and standard templates for consistency and quality.
- Partner with the broader Investor Relations team to help manage existing relationships and support new investor engagements.
- Assist with meeting preparation and follow-up, including the creation of customized materials and internal briefing memos.
- Manage investor information in the firm’s CRM system, track diligence activities, and ensure proper documentation of client interactions.
- Attend and support investor meetings and calls as needed.
- Proactively contribute ideas and perspectives that help improve team processes, workflows, and client service capabilities.
Benefits
- medical and life insurance
- 401(K) plans
- access to other healthcare programs
- discretionary annual bonus
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
101-250 employees
