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About the Role
This position will work Pacific Time Zone hours, supporting investor services with a focus on client inquiries, document management, and process improvement.
Responsibilities
- Oversee Outlook Investor Services inboxes and respond to routine client inquiries.
- Handle ad-hoc requests efficiently.
- Post fund and investor-level documents to the investor portal.
- Coordinate with other departments for approvals and upcoming posts.
- Manage investor expectations by clearly communicating timelines for deliverables.
- Ensure smooth delivery of capital call and distribution notices.
- Assist in updating and maintaining document processes and policies.
- Ensure accurate record keeping and compliance.
- Collaborate with team and clients to uphold standards.
- Assess operational effectiveness and suggest improvements for process development.
Requirements
- Over 4 years of experience in investor services, private equity, public accounting, or alternative asset investment firms.
- Strong analytical and technical skills with proficiency in accounting and fund administration for alternative investments.
- Exceptional client service, effective communication, and the ability to collaborate.
- Ability to give and receive constructive feedback.
- Consistently deliver accurate, detail-oriented work at high volume.
- Manage multiple demands and tight deadlines, including overtime when required.
- Advanced knowledge of Microsoft Outlook, Excel, and Word.
- Minimum of a Bachelor's degree.
Skills
- Microsoft Outlook
- Microsoft Excel
- Microsoft Word
- Client Service
- Communication
- Collaboration
- Analytical Skills
- Technical Skills
- Accounting
- Fund Administration
Location
- US based on the West Coast
Work Type
- Fully Remote
- Permanent
Experience Level
- 4+ years
Education Level
- Bachelor's degree
Salary/Compensations
- $70,000 - $100,000
Benefits
- Generous paid time off (4 weeks PTO increasing over time, sick time, paid holidays)
- 401(k) plan with company match
- Medical, dental, and vision insurance
- Mental health support
- Ancillary insurance plans
- Paid parental leave
- Hybrid work schedule
About the Company
- A leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.
- Employs a global workforce of 6,500+ people across 24 jurisdictions.
- Has assets under administration (AUA) exceeding US$857 billion.
- Works with 13 of the world’s top-15 private equity firms.
- Services are underpinned by a Group-wide commitment to ESG and best-in-class technology.
- Operates as trusted partners to clients, delivering intelligent solutions through technical expertise and strong relationships.
- Driven by the Group purpose: to power people and possibilities.
- Committed to sustainability, building long-term relationships with stakeholders, and reducing environmental impact.
- Fosters an inclusive, equitable, and diverse culture.
- Invests in employee career growth through learning and development programs.
- Supports employees in achieving balance and flexibility through a hybrid working approach.
- Empowers employees to achieve their potential.
- Supports women managers launching their first fund through IQ-EQ Launchpad.
Equal Opportunity
- Committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.