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 and able to work fully remote. The Senior Associate - Investor Services role involves overseeing investor services inboxes, responding to client inquiries, and handling ad-hoc requests. The role also includes posting fund and investor-level documents to the investor portal, coordinating with other departments for approvals, managing investor expectations by communicating timelines, and ensuring smooth delivery of capital call and distribution notices. Additionally, the position assists in updating and maintaining document processes and policies for accurate record keeping and compliance, and collaborates 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 with proficiency in accounting and fund administration for alternative investments.
- Exceptional client service, effective communication, and the ability to collaborate while giving and receiving constructive feedback.
- Consistently deliver accurate, detail-oriented work at high volume while managing 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, and handle ad-hoc requests efficiently.
- Post fund and investor-level documents to the investor portal while coordinating with other departments for approvals and upcoming posts.
- Manage investor expectations by clearly communicating timelines for deliverables and ensuring smooth delivery of capital call and distribution notices.
- Assist in updating and maintaining document processes and policies to ensure accurate record keeping and compliance.
- Collaborate with your team and clients to uphold standards, assess operational effectiveness, and suggest improvements for process development.
Benefits
- Generous paid time off, including 4 weeks of PTO that increases over time
- Sick time
- Paid holidays
- 401(k) plan with a company match (subject to eligibility)
- 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
