Investor Services Senior Associate
Atlas Search
A leading provider of fund administration and operational infrastructure solutions supporting private equity and credit managers. The firm partners with investment managers to streamline non-core functions, enabling them to focus on value creation and portfolio performance. With a global team of experienced professionals, the organization emphasizes precision, responsiveness, and a collaborative approach to client service. The culture is built on trust, accountability, and a strong attention to detail. Position: Investor Services Senior Associate Overview This role will be responsible for managing investor communications and servicing activities across a range of private market funds. The position requires a detail-oriented professional with prior experience in fund operations or investor services, capable of handling multiple priorities in a fast-paced environment. Key Responsibilities Serve as the primary point of contact for investor inquiries, ensuring timely and accurate responses Manage a centralized investor services inbox and oversee day-to-day communication workflows Coordinate the distribution and posting of investor communications and documents via the investor portal, ensuring confidentiality and compliance Maintain and update investor data within CRM and portal systems to ensure accuracy and completeness Support capital activity processes, including capital calls, distributions, and related transactions Ensure all investor-related communications and data align with internal policies and procedures Partner cross-functionally with teams including fund accounting, treasury, and reporting to deliver a seamless investor experience Assist with onboarding new investors and enhancing investor servicing processes Support the completion and delivery of investor due diligence questionnaires (DDQs) Qualifications Minimum 2+ years of experience in fund accounting, investor services, or financial operations Prior exposure to private equity or alternative investments preferred Experience working with CRM and investor portal systems (e.g., Salesforce, eFront or similar platforms) Strong proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and Adobe Acrobat Demonstrated ability to manage multiple priorities with strong organizational and time management skills High attention to detail and accuracy Strong written and verbal communication skills Process-oriented mindset with an interest in continuous improvement Ability to operate effectively in a dynamic, fast-paced environment #J-18808-Ljbffr Atlas Search
$90k - $115k
Principal Responsibilities Oversee daily operations of transfer agents and service providers, ensuring a seamless execution of transaction processes, reflecting TPG’s quality and brand reputation including client statement reporting, tax generation, compliance, cash reconciliation...Senior$120k - $165k
RadNet, Inc. is seeking a Senior Analyst for its Investor Relations team, located in Midtown Manhattan, New York City. The candidate will support investor-focused analyses, presentation development, and provide financial insights. This position requires over 5 years of...Senior- A crypto-focused company is seeking a (Senior) Vice President, Investor Relations to lead their investor relations strategy in the US capital market. The ideal candidate will have at least 12 years of experience, deep knowledge of blockchain and US financial markets, and...Senior
- ...Angeles and Toronto. A leader in driving business solutions for marketers, Horizon is known for its highly personal approach to client service. Renowned for its incredible culture, Horizon is consistently named to all the prestigious annual Best Places to Work lists...Senior
- InforCapital, partnership is hiring a Senior Associate for their Investor Relations team in New York, United States. This hybrid role involves project management and distribution tasks, including managing investor communications and fundraising activities. The ideal candidate...Senior
$115k - $140k
G-III Apparel Group is seeking a Senior Analyst, Investor Relations in New York City. This role supports investor relations through financial analyses, presentations, and peer benchmarking. The ideal candidate needs 5+ years in finance, excellent communication skills,...SeniorWork at office$115k - $125k
Ferrovial Agroman SA seeks an analytical and detail-oriented Investor Relations Analyst in New York. This role involves supporting the US Investor Relations team through tasks such as preparing earnings materials and monitoring market sentiment to effectively communicate...Senior$66.3k - $80k
...marketers, Horizon is known for its highly personal approach to client service. Renowned for its incredible culture, Horizon is consistently... ...with Supervisor on strategy, guiding Assistant(s) and Associate(s) in plan development Employ Horizon Media's suite of planning...SeniorWork at officeFlexible hours- # Investor Relations Senior Associate - Private EquityMetis SearchSenior AssociatePrivate EquityFinancial ServicesFull-timeLocationNew York, United StatesDate PostedJune 5, 2026RegionNew YorkStay ahead of the marketGet instant notifications when new job openings matching...Senior
- ...and ensure compliance with various regulatory requirements. The role involves working with commercial real estate loans, preparing investor reports, and consulting with clients and business partners. Ideal candidates will have a Bachelor's degree or equivalent...SeniorRemote jobFull time
- A leading insurance firm seeks an Investor Reporting and Analysis Lead to join their Alternative Capital team. This role involves managing investor communications, conducting portfolio performance analysis, and collaborating with various internal teams. Candidates should...Senior
- ...asset management firm located in New York is seeking a Senior Associate for their Marketing & Investor Operations Team. The ideal candidate will support the... ...’s Degree and at least 2 years of relevant experience in financial services. #J-18808-Ljbffr Coda Search│StaffingSenior
- The Equity Group, part of Ruder Finn, is seeking a Vice President for Investor Relations based in New York, NY. This role involves developing and executing strategic IR programs for public and going-public companies. Applicants should have over 7 years of public company...Senior
- Life360 is seeking a Senior Director of Corporate Finance to oversee enterprise planning and consolidated reporting. This role reports... ...leads a small team, ensuring accurate financial reporting and investor relations materials. The ideal candidate has over 12 years in FP...SeniorRemote workFlexible hours
$175k - $200k
...looking for a Vice President for Consultant Relations based in New York City. The role involves supporting business development and investor relations efforts, focusing on building relationships with institutional investors. The ideal candidate will have significant...Senior- ...report/opinion: Writing financial market reports for Japanese investors regarding their investments in the US, including both public... ...review process. Attending investor conferences organized by associations and funds: These meetings are valuable for building relationships...SeniorWork at officeFlexible hours3 days per week
$192k - $288k
Overview At Citi, the Investor Relations (IR) team is responsible for leading Citi’s engagement... ...and progress. IR ensures that Senior Management and Business Heads understand... ...projects Qualifications 10+ years of financial services experience in either Investor Relations,...SeniorFull time$125k - $150k
A leading alternative asset manager in New York is seeking an experienced professional to manage Financial Advisor and investor queries. The role involves coordinating reports, leading due diligence efforts, and assisting with oversight of feeder funds. Ideal candidate...- Fulton Realty Capital is seeking to hire a Senior Investor Relations Analyst to support its team. The individual in this position will work on all aspects of client communication, be involved in underwriting & closing new acquisitions, and then support asset management...SeniorInternship
$165k - $210k
...join the Broadridge team. We are currently seeking a Senior Director to join our Investor Relations and Corporate Finance team in New York. In this... ...are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe...SeniorLocal area- Social Capital Resources, a rapidly growing hedge fund situated in Midtown, Manhattan, is hiring an Investor Services Associate for a full-time position. The successful candidate will handle diverse functions including hedge fund and private equity operations, manage third...Full time
- ...is an integrated real estate investment firm. They seek a Investor Services Associate to join their Manhattan, NY office. Responsibilities Lead... ...conducting investor research and due diligence, traveling with senior leadership to conferences, organizing Investor Days/AGMs,...Work at office
- Rapidly Growing Hedge Fund in Midtown, Manhattan is seeking an Investor Services Associate for a full-time position! Responsibilities: Responsible for various functions, including hedge fund and private equity operations Overseeing third party middle office and back office...Full timeWork at office
$110k - $140k
Alchelyst is seeking an Employee Investor Services Associate in New York City. The role involves executing end-to-end investor onboarding workflows and managing data within CRM systems. Candidates should have over three years of experience in financial services, particularly...$90k - $100k
Join to apply for the Investor Services Associate role at Oppenheimer & Co. Inc. 23 hours ago Be among the first 25 applicants Join to apply for... ...related inquiries. Providing periodic reports and feedback to senior management. Assist in ad hoc projects to support AIG...Full timeInternshipRemote work$115k - $140k
Reporting to: SVP, Investor Relations and Treasurer Location (On-Site): New York City, Midtown... ...- Fashion District POSITION SUMMARY The Senior Analyst, Investor Relations will support... ...information is a good-faith assessment associated with this position only and is provided...SeniorWork at office$120k - $150k
Associate/Senior Associate, Sales Operations (Investor & Fund Reporting) Founded in 1992, Cerberus is a global leader in alternative investing with approximately $71 billion in assets across complementary credit, private equity, and real estate strategies. We invest across...Senior$90k - $130k
InforCapital, partnership seeks a Senior Investor Services Analyst in New York to support investor relations and accounting for private equity clients. The position involves data collection, reporting, and managing cash flow projections, along with ESG and fundraising...Senior$77k - $107k
Senior Analyst, Investor Relations and External Communications New York, NY, USA Senior Analyst Are you passionate about healthcare and communications... ...in a fast‑paced, high‑growth, purpose‑driven client services agency? If so, this is an exciting opportunity to work with...SeniorWork experience placementWork at office- ...experience for a role in their New York City office. The position offers a hybrid work environment, focusing on financial oversight and investor relations. The ideal candidate will possess a Bachelor's Degree in accounting, finance, or business. Responsibilities include...SeniorWork at office
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