Senior Associate, Investor Services
Core
Centralized point of contact for external clients and internal teams managing data rooms, investor onboarding, inquiry management, and data lifecycle across all business lines.
Role type
Senior Associate, Investor Services
Builds
Enterprise-wide investor services functions, data room infrastructure, and onboarding workflows.
Domain
Alternative Investment / Private Equity
Required skills
Investor onboarding management, data room administration, client inquiry resolution, cross-functional coordination, process improvement, data reconciliation, stakeholder management, Microsoft Excel, PowerPoint, Salesforce, Intralinks
Preferred skills
Alternative asset class experience, multilingual proficiency, Visio
Responsibilities
Manage data room contacts and document dissemination; Lead investor onboarding processes including document review; Coordinate with Fund Accounting, IR, and Relationship Management teams; Reconcile investor data with Fund Administrators; Develop and implement scalable workflows and processes.
Seniority
Senior, hands-on IC