Senior Associate - Investor Services
About The Position
This position will work Pacific Time Zone hours - successful candidates will be US based on the West Coast. The role involves overseeing Outlook Investor Services inboxes, responding to routine client inquiries, and handling ad-hoc requests efficiently. The associate will post fund and investor-level documents to the investor portal, coordinating with other departments for approvals and upcoming posts. They will manage investor expectations by clearly communicating timelines for deliverables and ensuring smooth delivery of capital call and distribution notices. The role also includes assisting in updating and maintaining document processes and policies to ensure accurate record keeping and compliance, and collaborating with the team and clients to uphold standards, assess operational effectiveness, and suggest improvements for process development.
Requirements
- Over 4 years of experience in investor services, private equity, public accounting, or alternative asset investment firms
- Strong analytical and technical skills
- Proficiency in accounting and fund administration for alternative investments
- Exceptional client service
- Effective communication
- Ability to collaborate while giving and receiving constructive feedback
- Consistently deliver accurate, detail-oriented work at high volume
- Manage multiple demands and tight deadlines, including overtime when required
- Advanced knowledge of Microsoft Outlook, Excel, and Word
- Minimum of a Bachelor's degree
Responsibilities
- Oversee Outlook Investor Services inboxes
- Respond to routine client inquiries
- Handle ad-hoc requests efficiently
- Post fund and investor-level documents to the investor portal
- Coordinate with other departments for approvals and upcoming posts
- Manage investor expectations by clearly communicating timelines for deliverables
- Ensure smooth delivery of capital call and distribution notices
- Assist in updating and maintaining document processes and policies
- Ensure accurate record keeping and compliance
- Collaborate with your team and clients to uphold standards
- Assess operational effectiveness
- Suggest improvements for process development
Benefits
- Generous paid time off
- 4 weeks of PTO that increases over time
- Sick time
- Paid holidays
- 401(k) plan with a company match
- Medical insurance
- Dental insurance
- Vision insurance
- Mental health support
- Additional ancillary insurance plans
- Paid parental leave
- Hybrid work schedule
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What This Job Offers
Job Type
Full-time
Career Level
Senior
