Investor Services Representative

3 weeks ago


Portland, United States Stone Coast Fund Services Full time

-

**Remote Work Flexibility**
This position offers remote work flexibility, allowing for both time in the office and the ability to work from home.

**The Position**

We are hiring entry level Investor Services Representatives. Investor Services Representatives are responsible for:

- building and maintaining strong client relationships
- acting as primary communication and inquiry point for their clients’ investors
- providing a full range of services to institutional and high net worth investors and relevant and timely investor information to hedge fund managers

**Qualifications and Experience**
- Demonstrates superior verbal and written communication skills
- Communicates complex concepts comfortably and proficiently in both verbal and written form
- Demonstrates effective client service-oriented attitude
- Learns quickly to work with new systems and technology
- Experience reviewing and understanding legal documents, entity formation documents (such as foundation charters, trust documents, LLC agreements), fund offering documents, subscription agreements, client and company policies, and regulatory guidance a plus
- Desires, and is able, to learn quickly, adapts to change and growth, and thrives in a fast-paced environment
- Possesses a strong work ethic and is detail-oriented, thorough, organized, and conscientious
- Successful experience working in a team and enjoys establishing and nurturing positive relationships with coworkers, clients, and business partners.

**Education Requirements**
- Four-year college degree

**Application Requirements**
- An unofficial transcript if you are a current student or recent graduate.

**Interested?**

**Inclusion and Equal Opportunity Statement**

At Stone Coast, we strive to reflect the community of which we are so grateful to be a part, and are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and colleagues without regard to race, religion, ethnicity, national origin, sex, sexual orientation, gender identity or expression, disability, age, veteran status, and any other basis or status designated under applicable laws.



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