Role OverviewThe Investor Services Administrator will play a key role in delivering an exceptional experience for private fund clients and investors. The role involves supporting investor onboarding activities, processing investor capital activity, administering investor portals, and coordinating the distribution of investor communications.
What You Will Do
The main responsibilities of the role include supporting investor onboarding activities, processing investor capital activity, administering investor portals, coordinating the distribution of investor communications, and supporting treasury-related activities.
Why It Might Be a Fit
The ideal candidate will have experience within private equity, alternative investments, fund administration, investor services, or the wider financial services industry, and will be able to build strong relationships with clients and investors.
Requirements
- Bachelor's degree in Business Administration, Accounting, Finance or a related discipline
- Professional qualifications or further study relevant to finance, accounting, fund administration or investor are desirable
- Experience within private equity, alternative investments, fund administration, investor services or the wider financial services industry and an understanding of investor onboarding, investor servicing, fund structures, AML/KYC requirements are desirable
- Experience using investor servicing, CRM, fund administration, or compliance platforms such as Allvue, Dynamo, Investran DX, Salesforce, Sentinel, RiskScreen, Ripjar, or similar systems is desirable
- Strong proficiency in Microsoft Office applications, particularly Microsoft Excel
- Strong attention to detail with the ability to manage multiple priorities and consistently meet deadlines
- Client-focused mindset and the ability to build trusted relationships
Benefits
- Dental insurance
- Vision insurance
- Health insurance
- 401(k) or pension plan
- Paid time off
- Paid holidays
- Flexible work arrangements
]]>