Associate, Investor Services

3 days ago


Norwalk, CT, United States Graham Capital Management, L.P. Full time

Graham Capital Management, L.P. ("Graham") is an alternative investment manager founded in 1994 by Kenneth G. Tropin. Specializing in discretionary and quantitative macro strategies, Graham is dedicated to delivering strong, uncorrelated returns across a wide range of market environments. As one of the industry's longest-standing global macro and trend-following managers, Graham remains committed to innovation, evolving its strategies through a robust investment, technology, and operational infrastructure. Graham harnesses the synergies between its discretionary and quantitative trading businesses to offer a broad suite of complementary alpha strategies, each built on the principles of thoughtful portfolio construction, active risk management, and diversification by design. Graham invests significant proprietary capital alongside its clients - including global institutions, endowments, foundations, family offices, sovereign wealth funds, investment management advisors, and qualified individual investors - reinforcing alignment of interests across all strategies.

The foundation of Graham's sustainability and success is the experience and contributions of its people. The firm seeks to cultivate talent, encourage the diversity of ideas, and respect the contributions of all. In turn, each employee shares in the responsibility of strengthening those around them.

Description

Graham Capital Management, L.P. is seeking an seeking an Investor Services Associate to join its Investor Relations team. This individual will play a key role in supporting institutional and private wealth clients with a focus on client service and operational due diligence.

This role offers the opportunity to work cross-functionally across the firm's operational teams including Business Development, Marketing, Compliance, Legal, Fund Administration, Technology, and Trading Services and is suited for candidates with excellent communication skills, sound judgement, and a strong sense of accountability.

Responsibilities

  • Support the firm's response to investor operational due diligence reviews, including completion of DDQs, custom questionnaires, and follow-up queries.
  • Coordinate cross-functional responses and materials from internal teams (e.g., Legal, Compliance, Risk, Operations, and Technology) to ensure timely, accurate, and well-articulated deliverables.
  • Maintain and update investor-facing documents, operational due diligence materials, and standard templates for consistency and quality.
  • Partner with the broader Investor Relations team to help manage existing relationships and support new investor engagements.
  • Assist with meeting preparation and follow-up, including the creation of customized materials and internal briefing memos.
  • Manage investor information in the firm's CRM system, track diligence activities, and ensure proper documentation of client interactions.
  • Attend and support investor meetings and calls as needed.
  • Proactively contribute ideas and perspectives that help improve team processes, workflows, and client service capabilities.
Requirements
  • Bachelor's degree.
  • 3-10 years of relevant experience within the alternative investments industry, ideally at a hedge fund.
  • Familiarity with hedge fund structures, fund operations, and due diligence requirements of institutional allocators.
  • A proactive and resourceful approach, with sound judgment and a willingness to take ownership.
  • Collaborative mindset and eagerness to learn; thrives in a team-oriented culture that values shared success.
  • Exceptional attention to detail and strong organizational and project management skills.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office (Excel, Word) and experience with CRM systems.
  • (Preferred) Prior operational due diligence or client service experience at a hedge fund.
  • Series 3 will be required after joining.

This role requires commuting into our Rowayton CT office Mondays through Fridays.

Base Salary Range

The anticipated base salary range for this position is $120,000 to $165,000. The anticipated range is based on information as of the time this post was generated and does not include any discretionary bonus or benefits (see eligibility below). The applicable annual salary or hourly rate paid to a successful applicant will be determined based on multiple factors, including without limitation the nature and extent of prior experience, skills, and qualifications. This wage range may be modified in the future.

In addition, the employee who fills this role will be eligible for a discretionary annual bonus, as well as a wide array of benefit programs, such as medical and life insurance, 401(K) plans, and access to other healthcare programs.

Notes:

No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, benefits, or any other form of compensation that a particular employee may be eligible for remains in the Company's sole discretion unless and until paid and may be modified at Graham's sole discretion, consistent with the law.

Graham is committed to providing equal employment opportunity to all employees and applicants for employment without regard to their race, color, religious creed, gender, age, national origin, ancestry, alienage, citizenship status, handicap, disability, marital status, sexual orientation, gender identity, pregnancy, childbirth or other related conditions, military status, genetic information, or any other personal characteristics protected by applicable law. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, layoff, termination, transfer, leave of absence and compensation.

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