Associate, Investor Services

Job Description

Primary Functions and Essential Responsibilities​

• Work closely with Relationship Management and Product Management teams, globally, to streamline and centralize processes across different groups including Finance, Accounting, Legal, Tax, Compliance and Technology​
• Support investor onboarding process, which includes review of all onboarding documents such as subscription agreement, AML/KYC, regulatory related and tax documents
• Capture investor data during the onboarding process and investor lifecycle maintenance​
• Respond and resolve investor-related inquiries and/or requests in a timely manner
• Identify and escalate complex cases or queries to senior team leads​
• Reconcile data to Fund Administrators’ and follow procedures to resolve any breaks​
• Manage investor data rooms – including set up, document and contact maintenance
• Assist in developing, implementing, documenting and training on new workflows and procedures utilizing technology to create and improve processes ​and drive change
• Build a strong network across the firm and with external vendors to facilitate strong collaboration and promote best practices across business operations groups including Technology, Finance, Accounting, Human Resources, Legal, Tax, Compliance, Fund Administrators and External Counsel

Qualifications​

• General Requirements: ​

• Strong team player who enjoys collaboration and demonstrates willingness assist with various tasks, as needed
• Eagerness to learn and grow within the alternative investment industry
• Capable of managing multiple priorities across time zones, including internal and external requestors​
• High attention to detail and customer experience to provide a best-in-class client experience​
• Demonstrate a high level of integrity to protect sensitive client information​
• Strong Microsoft suite skills, especially Excel and PowerPoint, Visio is a plus​
• Outstanding presentation, communication, writing, and interpersonal skills

• Education: ​

• College graduate with outstanding academic record​

Experience Required:  ​

• 3-5 years of professional experience in a fast-paced, self-driven role, preferably within investment/wealth management, business management/strategy, consulting, and/or financial services ​
• Experience with Salesforce and/or Intralinks is a plus​
• Experience in customer service is a plus​
• Experience working with alternative asset classes is a plus
• Spoken or written multilingual proficiency is a plus

Reporting Relationships

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.