Job Description

Investor Services Senior Associate - Remote within US - Private Equity
Our team is working with a leading private equity fund looking to hire a Remote Investor Services Senior Associate to their growing team. The Investor Services Manager will be responsible for managing internal and external client and investor requests.
This role is a full time remote position that will offer up to 125K base, bonus, equity & 100% benefits.
Key Responsibilities:
Serve as the primary contact for investor inquiries through a dedicated investor servicing inbox, providing accurate and timely responses.
Ensure timely and accurate posting of investor documents to the investor portal, maintaining confidentiality and compliance with regulatory requirements.
Work with the team to manage the CRM (salesforce) and investor portal (eFront) to track and monitor investor activities, as well as keep data accurate and up to date.
Assist in the processing of capital calls, distributions, and other transactions, ensuring accuracy and adherence to timelines.
Help ensure all investor communications and data adhere to internal policy and procedures.
Collaborate with broader finance teams to ensure a seamless investor experience, including working with treasury, fund accounting, data & reporting and other broader teams.
Support onboarding of new investors and any evolutions of investor servicing processes.
Support completion and delivery of investor DDQs.
What You’ll Need:
Minimum of 3 years of operational or financial service experience in the fund accounting industry
Previous experience in Private Equity is preferred
Proficient in Microsoft Word, Excel, Adobe Acrobat, Outlook, PowerPoint, and CRM applications
Previous experience with tech implementations
Ability to think from a process improvement perspective
Strong attention to detail with good time management, the ability to multi-task, analytical skills, and organization
Ability to efficiently communicate through oral and written communication+
If you are interested in this opportunity, please reach out to Vincenzo Kulturides directly at vkulturides@daleyaa.com

Job Tags

Full time, Remote work,

Similar Jobs

Event Strategies, Inc.

Truck Driver (CDL A) Job at Event Strategies, Inc.

...screenings Obeying and following applicable traffic laws Securing cargo and properly arranging and balancing it within the vehicle in... ...protocols Coordinate with production teams to ensure timely deliveries and efficient load-in/load-out procedures Maintain accurate...

LHH

Environment, Health and Safety Manager Job at LHH

...Recruitment Solutions has partnered with a growing organization, and they are seeking a motivated Environmental, Health, and Safety (EHS) Manager to join their team.You will be responsible for leading and elevating the safety culture across manufacturing sites. Why...

CalOpps

Fire Prevention Inspector I/II (20652328) Job at CalOpps

...0 San Mateo, 94403 Description San Mateo Consolidated Fire DepartmentThe San Mateo Consolidated Fire Department commenced... ...of fires; and do related work as required. The Fire Prevention Inspector I/II position is flexibly staffed based on experience.This...

Wegner CPAs

Administrative Assistant Job at Wegner CPAs

...take mail to the post office before 5:00pm. Process daily deposits. Print AR report and give to billers. Assist billers with online billing. Print statements and monthly reports. Organize and send out hold/mail estimates as required. Enter invoices into Bill...

Summer Springboard

Admissions & Programs Intern Abroad - Costa Rica Job at Summer Springboard

...Applicants should be prepared to: 1. Navigate Limited Access to Familiar Goods and Services Adjust to living in a country where online shopping platforms like Amazon may not function as they do at home, and where certain products commonly available in your home...

Remote Investor Services Senior Associate (Private Equity) - 27391 Job at Daley And Associates, LLC, Brockton, MA

SUl1ZDBZbFNRUWk2UmtXK2tBU1lXakFMQUE9PQ==