Investor Services Associate

About the role

As an Investor Services Associate in GP Fund Solutions (GPFS), you’ll play a key role in delivering exceptional services and building lasting investor relationships. GPFS is a people-first fund administrator serving clients across the US, UK, and EU, offering a collaborative culture, real career growth, and benefits that invest in your future.

Responsibilities

• Enter and maintain non-financial data accurately, sourced from original documentation.
• Process updates and revisions to investor and investment non-financial information as needed.
• Coordinate and/or prepare monthly reconciliations to ensure data accuracy and consistency.
• Communicate proactively with clients and GPFS team members to resolve open items, clarify requests, and provide timely status updates.
• Upload and manage documents, as well as create campaigns within industry-specific online portals, collaborating with internal teams to ensure proper timing and completion.
• Support and review projects related to client requests or internal operational goals.
• Develop, organize, and maintain initial CRM data based on original documentation.
• Extract and input data into standardized templates and internal systems with a focus on accuracy, efficiency, and completeness.

Requirements

• Bachelor’s degree in business or related field.
• 0+ years of administrative or other related experience.
• Proficiency with Microsoft Office (Excel, Word, Outlook, Teams).

Benefits

• Strong training plans and materials provided.
• Competitive Medical, Dental & Vision Insurance.
• Company-Paid Life Insurance & 401(k).
• Generous PTO, Sick Time & Paid Holidays.
• Hybrid Scheduling after probation period.

About Us

At GPFS, every voice matters and every win is shared. We’re raising the bar in our industry—come grow with us! We offer an inclusive, team-oriented culture where people come first.