Investor Services Associate

Responsibilities

• Completion of DDQs, custom questionnaires, follow-up queries, and supporting the company's response to investor operational due diligence reviews
• Communicating effectively with internal teams
• Ensuring up to date investor-facing documents and assisting with meeting preparation including custom materials and memos
• Working closely with the Investor Relations team to manage existing relationships and ensure new investor connections are supported

Requirements

• Bachelor's Degree
• 3-10 years of relevant experience in alternative investments, ideally hedge funds
• Understanding of hedge fund structures, fund operations and due diligence requirements of institutional allocators
• Willingness to learn and work in a team environment that shares success
• Proficiency in Microsoft Office (Excel, Word) and experience with CRM systems
• Previous knowledge of operational due diligence or client service experience at a hedge fund is favored
• Series 3 will be required after joining