Investor Relations Analyst

3 weeks ago


New York, United States Mission Staffing Full time

Our client, a prestigious and thriving asset management firm, is seeking a talented Investor Services Associate to join their team This role is crucial for maintaining the accuracy of client data, generating insightful reports, and supporting the Investor Relations team with onboarding new clients. You'll also play a key role in managing the Due Diligence Questionnaire (DDQ) process. Key Responsibilities: Centralize and manage client data from various sources using DealCloud CRM. Oversee and complete investor DDQs with precision. Assist in the smooth onboarding of new clients and investors. Verify and reconcile investor transactions to ensure data accuracy. Ideal Candidate: 4-7 years of experience in Investor Services, preferably with a Private Equity firm or Fund Administrator. Proficient in DealCloud and advanced Microsoft Excel. Excellent communication skills, both written and verbal.



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