Investor Services Analyst
1 week ago
Very stable investment firm seeks an individual with 1-4 years of experience to be responsible for daily investor servicing including transactions, AML, cash monitoring, data management, events, and fund communications. Candidates must have experience managing capital flows such as subscription and redemptions; Disseminating fund communications to investors; Maintaining CRM to ensure accuracy of investor attribute and contact data; Facilitating completion of legal agreements for consultant, data aggregator and fund of fund relationships and Organizing both virtual and in-person investor events, overseeing all aspects from registration to post-event analysis.
Qualified candidates should send resumes to ws@rockwood-search.com. Please put your Name and Investor Services Analyst in the subject line and attach your resume as a word or PDF document. Also include contact information, salary requirements and any applicable information in the body of the email.
by Jobble
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Investor Services Analyst
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
New York, United States Rockwood Search Full timeVery stable investment firm seeks an individual with 1-4 years of experience to be responsible for daily investor servicing including transactions, AML, cash monitoring, data management, events, and fund communications. Candidates must have experience managing capital flows such as subscription and redemptions; Disseminating fund communications to investors;...
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Investor Services Analyst
1 week ago
New York, United States Rockwood Search Associates Full timeJob DescriptionJob DescriptionVery stable investment firm seeks an individual with 1-4 years of experience to be responsible for daily investor servicing including transactions, AML, cash monitoring, data management, events, and fund communications. Candidates must have experience managing capital flows such as subscription and redemptions; Disseminating...
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Investor Services Analyst
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New York, United States Rockwood Search Associates Full timeJob DescriptionJob DescriptionVery stable investment firm seeks an individual with 1-4 years of experience to be responsible for daily investor servicing including transactions, AML, cash monitoring, data management, events, and fund communications. Candidates must have experience managing capital flows such as subscription and redemptions; Disseminating...
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Investor Relations
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Investor Relations
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New York, United States Coda Search│Staffing Full timeCoda search is recruiting for an alternative investment firm that is seeking to hire an Investor Relations Analyst with offices located in New York, NY. The Investor Relations analyst will be responsible for preparing quarterly and year-end marketing materials, responding to investor inquiries, RFP's/DDQ's, and assisting with the fundraising strategy....
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Investor Relations
Found in: Appcast US C2 - 2 weeks ago
New York, United States Coda Search│Staffing Full timeCoda search is recruiting for an alternative investment firm that is seeking to hire an Investor Relations Analyst with offices located in New York, NY. The Investor Relations analyst will be responsible for preparing quarterly and year-end marketing materials, responding to investor inquiries, RFP's/DDQ's, and assisting with the fundraising strategy....
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Investor Relations Analyst
Found in: Appcast Linkedin GBL C2 - 7 days ago
New York, United States Coda Search│Staffing Full timeOur client, a well-respected private equity firm in Midtown is looking for an Analyst to sit on their Investor Relations team. This person will focus on new fund launches, investor due diligence, onboarding and correspondence. The firm has a great reputation in the market and is a long-term client of Coda Search.Ideal candidate will have 2-4 years of...
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Investor Relations Analyst
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