Investor Services Analyst

Sixth Street•Dallas, TX

20h•Onsite

About The Position

This is a full-time role based in Dallas, TX. As an Investor Services Analyst, you will be a part of the Investor Services Team and be responsible for collaborating with colleagues across the Sixth Street platform to support Investor Reporting and Onboarding and manage relevant systems. Investor Services is a developing function at Sixth Street and this position will play a critical role in its continued evolution.

Requirements

Strong academic background, undergraduate degree or higher
1-3 years of experience in financial services, accounting, or other analytical field
Proficiency with Microsoft Office applications, including Excel
Ability to multi-task and maintain composure in a high-volume environment
Strong sense of urgency; ability to execute efficiently with strong attention to detail
Strong verbal and written communication abilities
Ability to collaborate effectively across multiple teams
Strong prioritization and project management skills
Comfort working in a high growth, iterative environment

Nice To Haves

Experience with CRM systems (e.g. Salesforce) a plus
Experience in alternative investments a plus
Experience with AI tools and prompts a plus
Understanding of, or experience with, coding languages, including Python a plus

Responsibilities

Have a thorough knowledge of Limited Partner (LP) base
Interact and communicate directly with LPs to address reporting and operational needs
Coordinate and manage timelines for professionals at all seniority levels across the platform to ensure that LP requests are handled in a timely manner
Prepared in-depth customized reporting for investors, consultants, and platform managers
Participate in the administration of due diligence databases
Review and understand investor subscription documents, tax forms and supporting documentation
Collaborate with legal and accounting teams to ensure the Investor Services team maintains complete records related to investors and their commitments
Manage updates to investor data within Salesforce and monitor data transfers to Investor Portal and other downstream systems
Execute and provide support to other team members on document loading, data structure, enhancements, testing, and follow up on all matters pertaining to Investor Portal
Aid in regular communication to all respective Sixth Street users any system enhancements, system outages and best practices as they arise
Manage user permissions and data room structures
Report to the Functional Lead for Investor Reporting and keep them aware of the status of all deliverables; identify and escalate challenges appropriately
Participate in the creation of controls, checklists, policies and procedures
Understand and apply compliance policies and appropriately syndicate risk
Assist with technology onboarding and enhancement projects