Senior Investor Services Specialist

CSC

2d•Hybrid

About The Position

CSC is seeking an Investor Services Senior Associate with 3–5 years of experience to support its business expansion strategy. The role maintains investor contact databases, handles investor inquiries, processes capital activity, interfaces with clients, and manages multiple client deliverables to provide superior client service. The position is based in Livingston, New Jersey, with a hybrid schedule requiring three days onsite per week. The schedule is Monday through Friday, 9 a.m. to 6 p.m. Eastern time.

Requirements

Business degree or equivalent experience.
Excellent verbal and written communication skills.
Attention to detail.
Advanced Excel and Word proficiency, including VLOOKUP, SUMIF, IF/THEN, named ranges, and mail merge.
Knowledge of IR systems and CRM software.
Strong organizational skills and ability to multitask.
Adaptability to new and changing technologies.
Excellent analytical and problem-solving skills.
Knowledge of Partnerships, Private Equity, Real Estate, or Hedge Funds.
3–5 years of experience.

Nice To Haves

AML/KYC background preferred.
Experience with investor portals such as Intralinks and Efront preferred, but not required.

Responsibilities

Interact with clients and their investors.
Prepare investor correspondence using Word mail merge, Excel, and Reporting Services reports.
Post information to investor website portals.
Process and report investor activity, including capital calls, distributions, and redemptions.
Distribute correspondence to investors and potential investors via email.
Monitor client email accounts and respond to investor inquiries.
Manage multiple portals and databases, including ViewPoint, Investran, Intralinks, and Efront.
Complete subscription document review and AML/KYC services.
Help update internal policies and procedures.
Track multiple deliverables, deadlines, and follow-ups.
Set up and/or review new investors, users, and updates in VP.
Submit and review uploads for one-off client requests and needs.
Review subscription and transfer checklists.
Provide effective feedback and open project updates.
Oversee associate team members.
Assist with training new staff.
Complete internal responsibilities such as status reports and time tracking.