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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

Vacancy posted 1 day ago
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