Investor Services Associate- PE Firm
3 weeks ago
Our client, a well-established and successful asset management firm, is looking for an Investor Services Associate to join their team The responsibilities of this role include managing and reconciling client data in their CRM, running investor reports in Microsoft Excel, assisting the Investor Relations team with new client onboarding, and managing the DDQ process.. The ideal candidate will have 4-7 years' experience in Investor Services for a Private Equity firm or Fund Administrator, strong Excel skills, and knowledge of DealCloud.
Responsibilities Include:
- Gathering client data from multiple sources and centralizing in DealCloud CRM
- Completing and managing investor DDQs
- Assist with new client & investor onboarding
- Verifying and reconciling any investor transactions
Requirements:
- 4-7 years of Investor Services experience for a reputable Private Equity firm or Fund Administrator
- Advanced capabilities in DealCloud and Microsoft Excel
- Strong written and verbal communication skills
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Investor Services Associate- PE Firm
3 weeks ago
Greenwich, United States Mission Staffing Full timeOur client, a well-established and successful asset management firm, is looking for an Investor Services Associate to join their team! The responsibilities of this role include managing and reconciling client data in their CRM, running investor reports in Microsoft Excel, assisting the Investor Relations team with new client onboarding, and managing the DDQ...
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Investor Relations Associate
3 weeks ago
Greenwich, United States Mission Staffing Full timeOur client, a well-established and successful asset management firm, is looking for an Investor Services Associate to join their team! The responsibilities of this role include managing and reconciling client data in their CRM, running investor reports in Microsoft Excel, assisting the Investor Relations team with new client onboarding, and managing the DDQ...
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Investor Relations Associate
4 weeks ago
Greenwich, United States Mission Staffing Full timeOur client, a well-established and successful asset management firm, is looking for an Investor Services Associate to join their team! The responsibilities of this role include managing and reconciling client data in their CRM, running investor reports in Microsoft Excel, assisting the Investor Relations team with new client onboarding, and managing the DDQ...
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Investor Relations Associate
3 months ago
Greenwich, United States Coda Search│Staffing Full timeA global credit investing. Founded in 2002 is looking to hire an Investor Relations Associate/Product Specialist. The firm has over 300 employees and manages approximately $30 billion ininvestable assets.Role and ResponsibilitiesThe Investor Relations and Marketing team is responsible for the strategic management of theFirm’s investor and prospective...
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Investor Relations Associate
2 weeks ago
Greenwich, Connecticut, United States Coda Search│Staffing Full timeCompany OverviewCoda Search│Staffing is representing a dynamic firm in the Alternative Asset Management sector, seeking to enhance their Investor Services and Fund Marketing Team.Position SummaryThe Investor Relations/Marketing Associate will play a pivotal role in shaping the firm's marketing strategies and enhancing brand visibility. This position...
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Investor Relations/Marketing
3 months ago
Greenwich, United States Coda Search│Staffing Full timeOur client is a growing Greenwich, CT based Alternative Asset Management clients is currently seeking to add an Investor Relations/Marketing Associate to their growing Investor Service/Fund Marketing Team.This individual will be responsible for driving product marketing plans, running end to end business strategy and updating firms marketing narrative/brand...
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Investor Relations/Marketing
3 months ago
Greenwich, United States Coda Search│Staffing Full timeOur client is a growing Greenwich, CT based Alternative Asset Management clients is currently seeking to add an Investor Relations/Marketing Associate to their growing Investor Service/Fund Marketing Team.This individual will be responsible for driving product marketing plans, running end to end business strategy and updating firms marketing narrative/brand...
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Investor Relations Specialist
1 week ago
Greenwich, Connecticut, United States Coda Search│Staffing Full timePosition OverviewA prominent firm in the Alternative Asset Management sector is seeking an Investor Relations/Marketing Associate to enhance their Investor Service and Fund Marketing Team.This role is pivotal in executing product marketing strategies, managing comprehensive business plans, and refining the firm's marketing narrative and brand visibility. The...
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Investor Relations Specialist
2 weeks ago
Greenwich, Connecticut, United States Coda Search│Staffing Full timePosition OverviewCoda Search│Staffing is representing a prominent firm in the Alternative Asset Management sector, seeking an Investor Relations/Marketing Associate to enhance their Investor Service and Fund Marketing Team.This role involves spearheading product marketing initiatives, overseeing comprehensive business strategies, and refining the firm's...
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Investor Relations Marketing Specialist
2 weeks ago
Greenwich, Connecticut, United States Coda Search│Staffing Full timePosition OverviewCoda Search│Staffing is representing a dynamic Alternative Asset Management firm that is seeking to expand its Investor Services and Fund Marketing Team by adding an Investor Relations/Marketing Associate.This role is pivotal in shaping the firm's marketing strategies, enhancing brand visibility, and executing comprehensive product...
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Investor Relations and Marketing Specialist
1 week ago
Greenwich, Connecticut, United States Coda Search│Staffing Full timeOverviewCoda Search│Staffing is representing a prominent firm in the Alternative Asset Management sector seeking to expand their Investor Services and Fund Marketing Team by adding an Investor Relations and Marketing Associate.Key ResponsibilitiesSupport North American client sales and marketing initiatives, investor servicing, and client relationship...
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Investor Relations Marketing Specialist
2 weeks ago
Greenwich, Connecticut, United States Coda Search│Staffing Full timeCompany OverviewCoda Search│Staffing is representing a prominent firm in the Alternative Asset Management sector, located in Greenwich, CT, that is looking to expand its Investor Service and Fund Marketing Team.Position SummaryThe Investor Relations/Marketing Associate will play a pivotal role in executing comprehensive marketing strategies, enhancing...
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Fund Accountant Associate/ Senior Associate
2 months ago
Greenwich, United States Equifind Full timeEquifind are recruiting for a Senior Fund Accountant (Associate/Senior Associate level dependant) for a top tier Global Private Equity firm (> $30Bn AUM)based in Greenwich, Connecticut. The role is broad, team dynamic and involves a lot of cross team collaboration and senior stakeholder partnering as well.The firm in Greenwich, Connecticut HQ has offices in...
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Fund Accountant Associate/ Senior Associate
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Greenwich, United States Equifind Full timeEquifind are recruiting for a Senior Fund Accountant (Associate/Senior Associate level dependant) for a top tier Global Private Equity firm (> $30Bn AUM)based in Greenwich, Connecticut. The role is broad, team dynamic and involves a lot of cross team collaboration and senior stakeholder partnering as well.The firm in Greenwich, Connecticut HQ has offices in...
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Private Equity Investor Relations Specialist
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Greenwich, Connecticut, United States Sagard Full timeAbout the RoleWe are seeking a highly skilled Investment Relations Associate to join our team at Sagard, a global multi-strategy alternative asset management firm. As a key member of our Investor Relations team, you will play a critical role in building and maintaining strong relationships with our investors, partners, and stakeholders.Key...
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Sr. Accountant
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Greenwich, United States Elite Placement Group Full timeSr. Accountant (Credit Fund) Fairfield County Hybrid 125-150K A growing and branded buy-side firm (in the PE/Credit space) is looking to add to its team. This role will be working closely with several controllers and will be a strategic member of the firm. If you are looking to not only manage existing funds but also assist in launching a new fund then...
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Investor Relations
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Greenwich, United States Blueprint Recruiting LLC Full timeResponsibilities Create marketing materials for current and prospective investors Participate in due diligence and investor meetings Arrange fundraising campaigns and initiatives Contribute/write RFPs for new business development Perform competitor analysis and market research to identify new opportunities Requirements 2+ years of asset management...
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Investor Relations
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Greenwich, United States Blueprint Recruiting LLC Full timeResponsibilities Create marketing materials for current and prospective investors Participate in due diligence and investor meetings Arrange fundraising campaigns and initiatives Contribute/write RFPs for new business development Perform competitor analysis and market research to identify new opportunities Requirements 2+ years of asset management...
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Investor Reporting Specialist
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Greenwich, Connecticut, United States iCapital Full timeAbout the RoleiCapital is seeking a highly skilled and detail-oriented individual to join our Investor Reporting team as an Associate or Assistant Vice President. This role will be responsible for the preparation and distribution of investor communications, with a focus on client reports for private equity fund-of-funds, feeder funds, and monthly hedge fund...
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Investment Relations Associate
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Greenwich, Connecticut, United States Sagard Full timeAbout the RoleWe are seeking a highly skilled Investment Relations Associate to join our team at Sagard, a global multi-strategy alternative asset management firm. As a key member of our Investor Relations team, you will play a critical role in building and maintaining strong relationships with our investors, partners, and stakeholders.Key...