Investor Relations, Client Services Associate
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Investor Relations, Client Services Associate
Location: San Francisco | Hybrid (4 days in, 1 remote)
Industry: Asset Management / Financial Services
Firm Style: Collaborative, fast-paced, and high-performing
You're a Great Fit If You:
- Have 46 years of experience within investment management or financial services
- Are highly detail-oriented, organized, and proactive in managing workflows
- Thrive in a fast-paced environment and can balance multiple priorities effectively
- Have experience with CRM systems and investor servicing platforms
- Possess strong technical skills across Microsoft Office and document management tools
- Have a foundational understanding of investor reporting, fund operations, or accounting concepts
- Are solutions-oriented and interested in improving processes and leveraging technology
Your Responsibilities:
- Maintain and enhance CRM data integrity through ongoing updates and system management
- Support investor portal administration, including document distribution and access management
- Assist with fund operations, including capital call and distribution processes and cash flow tracking
- Coordinate recurring compliance and regulatory reporting requirements
- Respond to investor inquiries related to reporting, performance, and account activity
- Support the preparation and distribution of periodic investor reports
- Track and manage investor audit confirmations in partnership with internal and external stakeholders
- Contribute to ad hoc projects and cross-functional initiatives
Where You'll Make an Impact:
- Enhancing the investor experience through timely, accurate, and high-quality service
- Improving operational workflows and identifying opportunities for automation and efficiency with AI
- Supporting critical fund processes and ensuring accuracy in investor-related activities
- Acting as a key liaison between internal teams and external investors
- Helping scale systems and processes as the firm continues to grow
Vacancy posted 2 days ago
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