IPC - Investor Services Associate

Inland Real Estate•Oak Brook, IL

About The Position

The Investor Services Associate plays a key role in supporting the full investor lifecycle by coordinating investor transactions, maintaining investor records, assisting with investor communications, and supporting investor-facing technology platforms. This position works closely with internal teams and external service providers to help ensure accurate transaction processing, data integrity, timely communication, and a consistent investor experience. The ideal candidate is detail-oriented, service-focused, and eager to build a career in investor services, financial services, real estate, or investment operations. This role offers exposure to a variety of investor processes and provides opportunities to contribute to operational excellence, process improvements, and scalable service delivery.

Requirements

Bachelor’s degree in Business, Finance, Accounting, Real Estate, or a related field from an accredited four-year college or university; or an equivalent combination of professional knowledge and relevant work experience.
0–3 years of related professional experience.
Experience in investor services, financial services, real estate, investment operations, fund administration, mortgage services, accounting, or client service operations is preferred.
Internship, administrative, processing, or operations experience within a professional office environment will also be considered.
Strong attention to detail with the ability to review information for accuracy, completeness, and consistency.
Excellent organizational and time-management skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Superior communication and client service skills, with the ability to interact professionally with investors, financial professionals, custodians, third-party providers, and internal business partners.
Intermediate proficiency with Microsoft Office Suite, Adobe Acrobat, investor portals, and related business applications.
Ability to research routine account and transaction issues, identify discrepancies, and coordinate appropriate follow-up in accordance with established procedures.
Capable of working independently while collaborating effectively within a team environment.
Ability to apply established policies, procedures, and business practices to support accurate and consistent outcomes.
Strong keyboarding and data-entry skills required.
A commitment to delivering exceptional investor service and fostering positive relationships.
A proactive, solutions-oriented approach to problem-solving and issue resolution.
A strong sense of accountability and ownership when managing investor-related processes and transactions.
The ability to thrive in a collaborative environment while maintaining accuracy and attention to detail.

Nice To Haves

Experience in investor services, financial services, real estate, investment operations, fund administration, mortgage services, accounting, or client service operations is preferred.
Internship, administrative, processing, or operations experience within a professional office environment will also be considered.

Responsibilities

Support the review, coordination, and processing of investor transactions, including subscriptions, transfers, distributions, replacement payments, and related reconciliations and reporting.
Analyze and maintain investor records to ensure completeness, accuracy, and consistency across supporting documentation, internal procedures, investor portals, and third-party systems.
Monitor wire transfers, payments, and related transaction activity; research discrepancies and coordinate timely resolution with internal teams and external service providers.
Coordinate investor communications, including statements, confirmations, notices, and account updates, while supporting the maintenance of investor portals and document repositories.
Partner with third-party providers, including fund administrators, custodians, and transfer agents, to support transaction processing, reporting, issue resolution, and investor data integrity.
Deliver professional support to investors, financial professionals, and custodians by responding to inquiries, investigating account issues, providing status updates, and helping facilitate timely resolutions.
Collaborate with internal departments, including Fund Accounting, Investor Relations, Compliance, and Asset Management, to support ownership changes, account updates, refinances, investor documentation, and other investor-related activities.
Assist with investor portal administration, including user access, navigation support, troubleshooting, and issue resolution to ensure a positive investor experience.
Support system enhancements, data quality initiatives, process documentation, and reporting activities designed to improve operational efficiency and scalability.
Maintain the highest standards of personal and professional integrity while adhering to company policies, applicable laws, regulations, and industry requirements.
Perform additional duties and special projects as assigned.