Financial Services Operations Specialist

6 days ago


Greenwich, Connecticut, United States Multi-Billion-Dollar Investment Firm Full time

An Investor Relations Operations Associate is needed at a reputable Multi-Billion-Dollar Investment Firm to manage the team inbox, address inquiries from internal and external stakeholders, and complete investor Due Diligence Questionnaires (DDQs). You will also create and update marketing materials, including fund-level PowerPoint presentations, annual meeting decks, investment tear sheets, and investor letters.

The ideal candidate should have 3-5+ years of investor services experience from a fund, fund administrator, or bank. In this role, you will work closely with the valuations team, investment analysts, accounting, compliance, legal, and broader sales teams to fulfill data requests.

Salary: $90,000 - $120,000 per year

This role requires strong organizational and communication skills, with the ability to work in a fast-paced environment and meet deadlines. The company offers an outstanding office culture and incredible benefits, making it an attractive choice for professionals in the financial services industry.



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