Investment Services Associate

1 week ago


Stamford, Connecticut, United States Atlantic Group Full time

New Opportunity - Investor Services - Stamford, Connecticut

Total Compensation up to $130k-$135k

Overview:

A leading $19B Asset Management client is seeking an Investor Services Associate to join their team. The ideal candidate will have extensive experience with DDQs and Marketing Materials. Candidates from a Fund or Fund Administrator background are highly preferred. In this role, you will complete DDQs from investors for review by senior management, accounting, and compliance while meeting deadlines and escalating risks in a timely manner. You will lead the preparation of marketing materials.

Requirements:

-Bachelor's degree required

-Investor Services experience (3+ years)

-Strong experience with DDQs and Marketing Materials

Why Atlantic Group:

Atlantic Group is a reputable organization with a strong presence in the financial services industry. This role offers a unique opportunity to work with a leading Asset Management client and contribute to the growth of their Investor Services team.



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