Investor Services Representative I - June 2026

Stone Coast Fund Services•Portland, ME

5d•Hybrid

About The Position

We’re hiring entry-level Investor Services Representatives. In this role, you’ll: Build and maintain strong client relationships Act as a primary point of communication and inquiry for clients’ investors Provide comprehensive support and timely information to high net worth and institutional investors and hedge fund managers Gain understanding of fund structures, investor transaction documents, and applicable laws and regulations for the industry

Requirements

Professional communicators with strong verbal and written skills
Able to explain complex concepts comfortably and clearly
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

Familiar with, or interested in, legal and entity formation documents (like foundation charters, trust documents, LLC agreements), fund offering documents, subscription agreements, and regulatory guidance (preferred but not required)

Responsibilities

Build and maintain strong client relationships
Act as a primary point of communication and inquiry for clients’ investors
Provide comprehensive support and timely information to high net worth and institutional investors and hedge fund managers
Gain understanding of fund structures, investor transaction documents, and applicable laws and regulations for the industry