Investor Relations Senior Consultant

Armanino LLP

1d•Hybrid

About The Position

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.

Requirements

Bachelor’s degree in Finance, related discipline, or equivalent experience required.
Minimum 3 years of relevant experience in investor relations, fund administration, private equity/alternative investments, or a related client service professional services role.
Advanced proficiency in Microsoft Excel, including use of pivot tables, lookups (VLOOKUP/XLOOKUP), and data analysis.
Demonstrated experience independently managing end-to-end investor onboarding and maintenance workflows, including document collection, review, and validation.
Proven experience communicating directly with clients, investors, and senior internal stakeholders in a professional services or client-facing environment.
Experience managing multiple concurrent priorities and deadlines in a fast-paced, deadline-driven environment.
Experience working in a role requiring ownership of deliverables and accountability for accuracy and timeliness of outputs.
Experience partnering cross-functionally with accounting, treasury, fund administration, or related teams to support client deliverables or operational processes.

Nice To Haves

Strong working experience with investor systems such as Investran and investor portals strongly preferred.

Responsibilities

Independently manage end to end investor onboarding and maintenance, including collection, review, and validation of governing and due diligence documents through Anduin and external counsel coordination.
Own the accuracy and integrity of investor records across systems (Investran, investor portals, document repositories), ensuring data is complete, compliant, and audit ready.
Track and reconcile investor transactions including capital calls, distributions, subscriptions, redemptions, and transfers; proactively identify and resolve discrepancies.
Build, maintain, and enhance investor reporting and metrics (e.g., investor type, location, trends) to support client and leadership insights.
Serve as a primary escalation point for investor and client inquiries related to onboarding, reporting, statements, audit needs, and portal functionality.
Communicate clearly, professionally, and proactively with fund clients, LP investors, outside counsel, and internal teams.
Anticipate investor and client needs, providing timely updates and solutions with minimal direction.
Partner cross functionally with accounting, treasury, and fund administration teams to ensure seamless coordination of LP information and money movements.
Collaborate with team leaders and senior stakeholders to streamline, standardize, and improve investor relations processes.
Provide structured insights, updates, and recommendations to senior management on investor trends, risks, and client service opportunities.
Effectively manage multiple priorities and deadlines in a fast paced, client driven environment.
Adapt quickly to changing client requirements, fund events, and operational priorities.
Actively contribute to department initiatives and continuous improvement efforts based on hands on experience and data driven observations.