Investor Services Associate

• Prepare and distribute quarterly and annual reports, capital account statements, and fund financials
• Monitor shared inboxes, manage investor communications, and support onboarding for new funds and investors
• Maintain accurate investor information across CRM and fund accounting systems
• Contribute to system enhancements and new technology initiatives (Investorflow, Allvue, Sensr)
• Partner with Investor Relations, Finance, and external consultants on ad hoc and strategic initiatives
• Coordinate AML/KYC documentation and tax forms with third‑party administrators
• Identify opportunities to streamline reporting templates, improve workflows, and enhance investor portal experiences

• Bachelor’s degree in Economics, Business, or a related field
• 3+ years of experience in investor services or a similar function
• Strong organizational skills with the ability to manage multiple priorities simultaneously
• Excellent written and verbal communication skills, including professional email and virtual meeting etiquette
• Proficiency in Excel
• familiarity with CRM and fund accounting platforms
• Ability to quickly learn new systems and contribute to process improvements

Experience supporting or leading system implementations is a plus

• Competitive base salary + annual performance bonus
• 100% employer‑paid medical, dental, and vision coverage
• Strong retirement contributions and additional firm‑wide perks
• A collaborative, supportive manager who values clarity, structure, and organization
• Free meals and a positive, team‑oriented culture