Investor Services Analyst

The Role

This is a full-time role based in Dallas, TX. As an Investor Services Analyst, you will be a part of the Investor Services Team and be responsible for collaborating with colleagues across the Sixth Street platform to support Investor Reporting and Onboarding and manage relevant systems. Investor Services is a developing function at Sixth Street and this position will play a critical role in its continued evolution.

Core Responsibilities

Individual will be on the Sixth Street Investor Services team. They will execute on the following primary responsibilities:

LP Requests

• Have a thorough knowledge of Limited Partner (LP) base
• Interact and communicate directly with LPs to address reporting and operational needs
• Coordinate and manage timelines for professionals at all seniority levels across the platform to ensure that LP requests are handled in a timely manner
• Prepared in-depth customized reporting for investors, consultants, and platform managers
• Participate in the administration of due diligence databases

Investor On-boarding Support

• Review and understand investor subscription documents, tax forms and supporting documentation
• Collaborate with legal and accounting teams to ensure the Investor Services team maintains complete records related to investors and their commitments
• Manage updates to investor data within Salesforce and monitor data transfers to Investor Portal and other downstream systems

Investor Portal Management

• Execute and provide support to other team members on document loading, data structure, enhancements, testing, and follow up on all matters pertaining to Investor Portal
• Aid in regular communication to all respective Sixth Street users any system enhancements, system outages and best practices as they arise
• Manage user permissions and data room structures

Other

• Report to the Functional Lead for Investor Reporting and keep them aware of the status of all deliverables; identify and escalate challenges appropriately
• Participate in the creation of controls, checklists, policies and procedures
• Understand and apply compliance policies and appropriately syndicate risk
• Assist with technology onboarding and enhancement projects

What We Value

• Highly motivated, entrepreneurial, and collaborative candidates with strong problem-solving skills
• Commercial and results oriented
• Team orientation and influencing skills
• High trust and integrity
• Strategic / entrepreneurial mindset
• Strong combination of organizational and interpersonal/communication skills

Required

• Strong academic background, undergraduate degree or higher
• 1-3 years of experience in financial services, accounting, or other analytical field
• Proficiency with Microsoft Office applications, including Excel
• Ability to multi-task and maintain composure in a high-volume environment
• Strong sense of urgency; ability to execute efficiently with strong attention to detail
• Strong verbal and written communication abilities
• Ability to collaborate effectively across multiple teams
• Strong prioritization and project management skills
• Comfort working in a high growth, iterative environment

Preferred (not required)

• Experience with CRM systems (e.g. Salesforce) a plus
• Experience in alternative investments a plus
• Experience with AI tools and prompts a plus
• Understanding of, or experience with, coding languages, including Python a plus

About Sixth Street

Founded in 2009, Sixth Street is a leading global investment firm dedicated to developing themes and offering solutions to companies across all stages of growth.

Our firm is designed for cross-platform collaboration at scale: we build businesses, invest for growth, acquire assets, provide direct financing, identify value in public markets, purchase royalty streams, and regularly develop first-of-their-kind structures to meet the strategic objectives of management teams.

We do all this globally and as one unified team of investment and control-side professionals working on behalf of our institutional investors and their beneficiaries around the world.

We believe adhering to our core values is a competitive advantage. Everyone on our team contributes their perspectives and expertise to help us solve complex challenges and get to the right answer. At Sixth Street, the best idea wins.

For more information, visit the Sixth Street Careers site or follow us on LinkedIn.

Sixth Street is proud to be an Equal Opportunity employer. We do not discriminate based upon race, religion, color, national origin, genetic history, marital status, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, veteran or military status, disability, genetic predisposition, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws.

Pursuant to the San Francisco Fair Chance Ordinance, Sixth Street will consider for employment qualified applicants with arrest and conviction records.


If you need a reasonable accommodation to fill out this application, please contact Cindy Bombara.

Please refer to the privacy notice on our website for additional information regarding our obligations under the California Consumer Privacy Act ("CCPA").

If you are not eligible for this role, please refer to our Careers Page for other opportunities.