Senior Associate - Investor Services (Remote, US West Coast)
Core
Overseeing Outlook Investor Services inboxes, responding to client inquiries, and managing the posting of fund and investor-level documents to the investor portal.
Role type
Senior Associate, Investor Services
Builds
Fund and investor-level documents for private equity and alternative asset investment firms
Domain
Private Equity / Alternative Investments
Deliverable
client delivery
Required skills
Fund administration, accounting, Microsoft Outlook, Microsoft Excel, Microsoft Word, document management, compliance adherence
Preferred skills
Process improvement, stakeholder management, high-volume data handling
Responsibilities
Respond to routine client inquiries, post fund documents to investor portals, coordinate with departments for approvals, manage investor expectations on timelines, update document processes and policies
Seniority
Mid-level individual contributor