Associate, Investor Services
Core
Centralized point of contact for external clients and internal teams managing investor data, onboarding, inquiry management, and data rooms across all business lines.
Role type
Associate, Investor Services
Builds
Enterprise-wide investor data and onboarding functions
Domain
Alternative Investment / Financial Services
Required skills
Investor onboarding, data room management, investor data capture, document review (subscription agreements, AML/KYC), cross-functional coordination, process improvement, data reconciliation
Preferred skills
Salesforce, Intralinks, alternative asset classes, customer service, Microsoft Visio
Responsibilities
Support organizational and project management efforts, work with Relationship and Product Management teams, support investor onboarding process, capture investor data, respond to investor inquiries, reconcile data to Fund Administrators, manage investor data rooms, assist in developing new workflows, build network across firm and vendors
Seniority
Associate, entry-level professional