Investor Relations Operations Associate
3 weeks ago
An investment advisor located in Connecticut is actively seeking an analytical and dedicated professional to join their staff as their new Investor Relations Operations Associate. In this role, the Investor Relations Operations Associate will have ownership of investor subscription, redemption, and transfer processes.
Responsibilities
The Investor Relations Operations Associate will:
- Coordinate and undertake investor document collection and review with fund administrator and fund counsel
- Assist investors with document completion and other questions/concerns related to their investment(s) with the firm
- Maintain internal investor capital activity and Customer Relationship Management (CRM) databases
- Partner with internal and external fund counsel and fund administrators to implement new investor-focused rules and regulations
- Produce and update internal reporting for consumption by the Investor Relations/Business Development team, legal and compliance, fund accounting, and the trading desk
- Identify and implement process improvements across all areas of responsibility Assist with cross-departmental projects to improve the flow of information across the firm
- 3-5 years of relevant experience at an alternative investment firm or fund administrator
- Strong written and verbal communication skills
- Excellent attention to detail
- Strong work ethic and judgement
- Excellent customer service attitude
- Strong analytical skills
- Team-oriented
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