Senior Associate - Investor Services

About the role

This position will work Pacific Time Zone hours - successful candidates will be US based on the West Coast and able to work fully remote.

Responsibilities

• Oversight of Outlook Investor Services inboxes, responding to routine client inquiries and handling ad-hoc requests efficiently.
• Posting fund and investor-level documents to the investor portal while coordinating with other departments for approvals and upcoming posts.
• Managing investor expectations by clearly communicating timelines for deliverables and ensuring smooth delivery of capital call and distribution notices.
• Assisting in updating and maintaining document processes and policies to ensure accurate record keeping and compliance.
• Collaborating with your team and clients to uphold standards, assess operational effectiveness, and suggest improvements for process development.

Qualifications

• Over 4 years of experience in investor services, private equity, public accounting, or alternative asset investment firms.
• Strong analytical and technical skills with proficiency in accounting and fund administration for alternative investments.
• Exceptional client service, effective communication, and the ability to collaborate while giving and receiving constructive feedback.
• Consistently delivers accurate, detail-oriented work at high volume while managing multiple demands and tight deadlines, including overtime when required.
• Leverages advanced knowledge of Microsoft Outlook, Excel, and Word, supported by a minimum of a Bachelor's degree.

Benefits

• Generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays.
• Financial wellness supported through a 401(k) plan with a company match (subject to eligibility).
• Health benefits including medical, dental, vision, mental health support and additional ancillary insurance plans.
• Paid parental leave and a hybrid work schedule.

Pay

The salary for this position will be dependent on experience and location ($70,000- $100,000).

Schedule

This position works Pacific Time Zone hours.