Investor Relations Operations Associate

2 weeks ago


boston, United States SDL Search Partners Full time

Investor Relations Operations Associate


Global private equity firm is hiring an Investor Relations Operations Associate in their downtown Boston office. Ideal candidates will have at least a year of operations experience in the financial services industry, preferably from a family office or investor relations environment.


The team is doing a hybrid schedule, 3 days/week in the downtown Boston office and offers excellent total compensation including bonus, 401k contributions, benefits, merit-based promotions and growth potential.


Responsibilities:

  • Provide client services support to investors; provide seamless onboarding process
  • Support clients with any documentation issues
  • Oversee fund closings for open-end and close-end funds
  • Develop and implement new systems to streamline report generation and distribution
  • Establish relationship with internal teams - compliance, legal, tax, client services, etc.
  • Represent the group with high level of professionalism and efficiency across the firm


Qualifications:

  • Bachelor’s degree in Finance or related field
  • 0-2 years of experience from the financial services sector
  • Operations experience from a family office or investor relations
  • Required: experience with client onboarding and account set up
  • Strong multitasking and organizational skills; ability to hit deadlines with competing priorities



Please submit an up-to-date resume for immediate consideration.



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