Advance your career in investor relations at a leading financial firm. Collaborate with diverse teams and enhance your operational expertise. Contribute to impactful projects in a dynamic hybrid environment.
Investor Services Associate
in Financial Services PermanentJob Detail
Job Description
Overview
- Become an integral part of a leading financial services firm, supporting investor relations and operational due diligence activities.
- Collaborate with cross-functional teams, including Compliance, Legal, and Technology, to deliver exceptional client service.
- Develop and maintain high-quality investor-facing materials and due diligence documentation.
- Contribute to process improvements and workflow enhancements to optimize team efficiency.
- Engage in a hybrid work environment, combining in-office collaboration with flexible arrangements.
- Enhance your expertise in project management, communication, and client engagement strategies.
- Participate in a supportive and growth-oriented organizational culture.
Key Responsibilities & Duties
- Coordinate investor operational due diligence reviews, including completion of DDQs and customized questionnaires.
- Manage responses and materials from internal teams to ensure timely and accurate deliverables.
- Maintain and update investor-facing documents and operational templates to uphold quality standards.
- Prepare for investor meetings, including follow-ups and creation of tailored materials.
- Oversee investor information within CRM systems and track diligence-related activities.
- Participate in investor meetings and calls, providing necessary support and insights.
- Identify and propose improvements to team processes and client service methodologies.
Job Requirements
- Bachelor's degree in a relevant field is mandatory.
- 3-10 years of experience in the alternative investments industry, preferably within hedge funds.
- Strong familiarity with hedge fund structures, fund operations, and institutional due diligence practices.
- Proactive mindset with excellent judgment and ownership capabilities.
- Collaborative and team-oriented approach with a willingness to learn and adapt.
- Exceptional attention to detail and organizational skills.
- Proficiency in Microsoft Office suite and CRM systems.
- Series 3 certification required post-employment.
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- Advance your career in finance and marketing analytics with this role. Collaborate on impactful initiatives in a dynamic, fast-paced environment. Gain expertise in hedge fund investor relations and client services.