Investor Operations Specialist

The Investor Operations Specialist will be responsible for handling internal and external client and investor requests. This role requires an experienced investor servicing professional with a minimum of 2 years of operational or financial services experience in the fund administration, fund accounting ideally but open to general operations work out of a bank or other asset manager. The ideal candidate must demonstrate strong attention to detail, organization, initiative, ability to multi-task, time management, and have experience with different CRM systems.

Key Responsibilities:

• Act as the primary point of contact for investors, addressing all inquiries and providing timely updates
• Responsible for processing activity including trades, capital calls or any other cash related request.
• Maintain and enhance the investor database, ensuring accurate records of investor interactions and feedback.

Support the preparation of quarterly and annual reports, presentations, and other investor-related documentation.

Qualifications:

• Bachelor’s degree in finance, business, or a related field; MBA or relevant certifications (e.g., CFA) is a plus.
• 2+ years of experience in investor services, finance, or a related role, preferably within a hedge fund or asset management context.
• Excellent communication and interpersonal skills, with the ability to build relationships with a diverse range of stakeholders.
• Ability to work independently and manage multiple projects in a fast-paced environment.