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Associate, Investor Services
4 months ago
**About General Atlantic**
**Position Summary**
**Responsibilities**
- Provide daily investor servicing activities with regards to Treasury work, with a focus on time-sensitive communications and conference calls
- Working closely with Treasury and Finance, prepare and issue communications related to capital call and distribution statuses, including reminder notifications and notifications of overpayment, underpayment and late payment
- Respond to inquiries concerning funding status, funding processes and wire instruction changes in a gracious manner in alignment with broader servicing standards
- Adhering to strict procedures and executing in a high-volume environment, perform and log investor wire instruction change call-backs
- Support investor onboarding through detailed reviews of investor wire instructions and wire instruction verification call-backs
- When needed, execute on timely and tightly coordinated communication plans
- Manage associated workstreams across servicing and Treasury platforms
- Support contact management with regards to contacts authorized to confirm wire instructions
- Engage with key stakeholders to continually evolve the Treasury servicing function and capabilities
- Contribute to ad-hoc initiatives
**Qualifications**
- Bachelor’s degree with a strong academic record from an accredited college or university, preferably with a degree in Finance or a related field
- Three years of relevant middle
- or back-office experience
- Strong understanding of domestic and international wire formatting and bank messaging, including SWIFT
- Knowledge of global capital flows and banking requirements
- Understanding of private equity funding cycles
- Experience working in a collaborative, cross-functional, enterprise-oriented environment
- Demonstrated commitment to providing best-in-class service
- Facility with Microsoft Excel and Treasury management platforms such as Kyriba
- Strong spoken and written communications skills
- Motivated entrepreneurial self-starter who will own all operational aspects of required processes
- Ability to maintain impeccable records both within and outside of systems
- Articulate, thoughtful professional with the ability to listen well and ask targeted questions
- Extremely high attention to detail and accountability with superior follow-through
General Atlantic offers a robust reward program to all employees that will support you and your family, maintaining fulfilling, secure and healthy lives now and into the future, which includes but is not limited to medical insurance, retirement savings contributions, mental and physical health resources and an equal pay program that allows you to earn a base salary of $100,000-150,000 USD, of which the exact amount offered will be driven by the degree to which you meet role requirements, additional special skills and experience. Additional reward programs, such as annual discretionary bonuses and long-term incentive programs, are available for eligible employees and are offered as recognition for performance and one’s contributions towards the organization’s success.
General Atlantic is an equal opportunity employer and does not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
