Investor Services Associate

Overview

• Join a dynamic Investor Relations team in a permanent role supporting institutional and private wealth clients.
• Play a pivotal role in operational due diligence and client service activities.
• Collaborate across various operational teams, including Compliance, Legal, and Technology.
• Develop and maintain investor-facing documents and due diligence materials.
• Work in a hybrid environment with a requirement of five days in-office weekly.
• Contribute to improving team processes, workflows, and client service capabilities.
• Enhance your skills in project management, communication, and client engagement.

Key Responsibilities & Duties

• Support investor operational due diligence reviews, including DDQs and custom questionnaires.
• Coordinate responses and materials from internal teams to ensure accurate deliverables.
• Maintain and update investor-facing documents and operational templates for quality assurance.
• Assist with meeting preparation, follow-ups, and creation of customized materials.
• Manage investor information in CRM systems and track diligence activities.
• Attend and support investor meetings and calls as required.
• Proactively contribute ideas to enhance team processes and client service capabilities.

Job Requirements

• Bachelor's degree in a relevant field is required.
• 3-10 years of experience in the alternative investments industry, preferably at a hedge fund.
• Familiarity with hedge fund structures, fund operations, and institutional due diligence requirements.
• Proactive and resourceful approach with sound judgment and ownership mindset.
• Collaborative mindset and eagerness to learn in a team-oriented culture.
• Exceptional attention to detail and strong organizational skills.
• Proficiency in Microsoft Office and experience with CRM systems.
• Series 3 certification will be required after joining.