Senior Associate - Investor Services

Summary

Join our leading Investor Services group as a remote Client Services Associate, working 9am-6pm Pacific Time on the West Coast. Manage Outlook inboxes, handle client requests, support clients on multiple Private Equity funds, and manage investor expectations. Ensure adherence to timelines, communicate with other departments, update document processes, and manage the delivery of capital call and distribution notices. Oversee team and client relationships, assess operational effectiveness, and suggest process improvements. This role offers a competitive salary ($65,000-$90,000) and a full benefits package.

Requirements

• Three plus year experience in private equity, public accounting, or a combination of experience at an alternative asset investment firm
• Analytical and technical skills with proficiency in accounting and administration for alternative investment funds
• Bachelor's degree
• Ability to provide exceptional client service
• Ability to collaborate with others in a team environment, provide and accept constructive feedback
• Ability to produce high quantity of work product with accuracy and extreme attention to detail
• Ability to manage multiple demands and competing deadlines
• Effective and professional communication
• Ability to work overtime as needed to meet deadlines
• Experience in or desire to manage and train junior team members

Responsibilities

• Manage Outlook Inboxes
• Handle daily/routine client information requests and fulfill ad-hoc requests as needed
• Support client on multiple Private Equity funds within various industries
• Manage investor expectations and ensure adherence to timelines of client’s deliverables
• Communicate with other departments regarding upcoming posts and approvals
• Update and manage document processes and policies to ensure proper record keeping
• Manage the delivery of capital call and distributions notices to clients and the investors
• Oversee relationships with own team and client to ensure standards are met and operating according to client’s process
• Assess operational effectiveness and make suggestions for process development

Preferred Qualifications

Advanced knowledge of Microsoft Outlook, Excel, Word

Benefits

• Salary based on experience and location ($65,000-$90,000) and full benefits package offered
• Hybrid working approach
• Learning and development programmes and systems