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Senior Associate - Investor Services

IQ-EQ

This position will work Pacific Time Zone hours - successful candidates will be US based on the West Coast. What You’ll Do Oversee Outlook Investor Services inboxes, respond to routine client inquiries, and handle ad‑hoc requests efficiently. Post fund and investor-level documents to the investor portal while coordinating with other departments for approvals and upcoming posts. Manage investor expectations by clearly communicating timelines for deliverables and ensuring smooth delivery of capital call and distribution notices. Assist in updating and maintaining document processes and policies to ensure accurate record keeping and compliance. Collaborate with team and clients to uphold standards, assess operational effectiveness, and suggest improvements for process development. What We Offer Comprehensive benefits package to support well‑being and work‑life balance. Generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and a 401(k) plan with company match (subject to eligibility). Health benefits including medical, dental, vision, mental health support and ancillary insurance plans. Paid parental leave and a hybrid work schedule. Salary range commensurate with experience and location ($70,000-$85,000). Qualifications 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 ability to collaborate while giving and receiving constructive feedback. Ability to deliver accurate and detail‑oriented work at high volume while managing multiple demands and tight deadlines, including overtime when required. Proficient in Microsoft Outlook, Excel, and Word, and holding at least a bachelor’s degree. #J-18808-Ljbffr

Vacancy posted more than 2 months ago

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