Investor Services Representative I - September 2026

Stone Coast Fund Services•Portland, ME

10d•Hybrid

About The Position

This position offers hybrid work flexibility within Maine (minimum 2 in-office days per week). During your initial three to six months at Stone Coast, you’ll be supported by a dedicated training team. This team will train and prepare you to be responsible for serving as the primary point of contact for investors, delivering timely information and exceptional service to high-net-worth individuals, institutions, and hedge fund managers. You’ll build strong client relationships while gaining knowledge of fund structures, investor transactions, and industry regulations. This role also offers exposure to legal and entity formation documents, fund offering materials, and subscription agreements.

Requirements

Professional communicators with strong verbal and written skills
Focused on providing a high level of client service
Quick learners, especially with new systems and technology
Adaptable and thrive in fast-paced, evolving environments
Detail-oriented, organized, and conscientious
Team-oriented and enjoy building positive relationships with colleagues and clients
A four-year college degree is required

Nice To Haves

Motivated, intellectually curious candidates who enjoy collaboration
Candidates who care about doing great work and are committed to serving clients well
Thoughtful, ethical, and easy to work with individuals
Unique experiences and skills

Responsibilities

Serving as the primary point of contact for investors
Delivering timely information and exceptional service to high-net-worth individuals, institutions, and hedge fund managers
Building strong client relationships
Gaining knowledge of fund structures, investor transactions, and industry regulations
Exposure to legal and entity formation documents, fund offering materials, and subscription agreements