Client Services

Position: Senior Associate, Investor Services & Relations (Private Markets)

Overview:

A private investment firm with a long-standing track record in middle-market investments seeks a Senior Associate to join its Investor Relations and Fundraising team. The firm manages a global portfolio of private equity and flexible capital investments and is committed to fostering a diverse, inclusive workplace.

Role Summary:

This role involves supporting fund closings, investor onboarding, compliance documentation, and day-to-day investor service operations. It requires close coordination with internal departments and external partners, such as fund administrators, legal counsel, and high-net-worth investors. The ideal candidate is detail-oriented, solutions-focused, and thrives in a dynamic, collaborative environment.

Key Responsibilities:

Fund Closings and Setup:

• Coordinate the subscription and onboarding process across stakeholders.
• Manage document flow, data accuracy, and investor communication.
• Ensure compliance and legal documents are processed correctly.

Investor Operations & Compliance:

• Maintain the investor portal, including access rights and data integrity.
• Support tax form collection, fund certifications, and compliance notifications.
• Oversee investor data updates, including bank and wire instructions.

Client Support:

• Serve as a trusted liaison for investor inquiries.
• Respond to requests related to distributions, capital calls, and audit confirmations.
• Support CRM management and assist with investor events and communications.

Qualifications:

• 5+ years in financial services, ideally in investor relations or client services.
• Strong understanding of private markets, fund structures, and compliance.
• Proficiency with CRM tools and Excel.
• Excellent communication and organizational skills.
• High attention to detail, strong ethics, and a collaborative mindset.

Location:

• Hybrid role based in Cleveland Ohio

Reports To:

• Senior team member within Fundraising & Investor Relations.