Senior Investor Services Analyst

Join a fast-growing private capital services organization where you'll work directly with leading investment sponsors, gain exposure to complex investor operations, mentor junior team members, and build a long-term career with competitive compensation and This Jobot Job is hosted by: Brad Trombly Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $70,000 - $95,000 per year A bit about us: A leading private capital services organization is seeking a Senior Investor Services Analyst to support investor operations, onboarding, reporting, fund communications, and client service activities. This position plays a critical role in delivering a best-in-class investor experience while ensuring operational excellence, accuracy, and adherence to service level commitments. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced, deadline-driven environment. Why join us? Competitive salary of $70,000 - $95,000 annually Discretionary performance bonus Comprehensive benefits package Hybrid work schedule (2 days in office, 3 days remote) Opportunity to work with premier private equity sponsors and investors Career growth and advancement opportunities Exposure to complex private capital fund operations Training and professional development opportunities Collaborative and experienced team environment Work with one of the industry's largest private capital administration platforms Job Details Serve as a key point of contact for investor and client inquiries, providing timely and professional responses Review and process investor onboarding documentation, including subscription, tax, AML, and compliance records Process investor changes including transfers, name changes, contact updates, and wire instruction modifications Maintain investor records across multiple internal and external systems Prepare and review monthly, quarterly, annual, and ad hoc investor reporting packages Prepare and review capital activity notices and investor communications Coordinate investor audit confirmations and recurring deliverables Distribute capital call notices, distribution notices, partner capital statements, and sponsor communications through investor portal platforms Track incoming capital call payments and prepare investor distribution payments Review deliverables for quality, completeness, and accuracy Train and mentor junior team members while providing first-level review support Collaborate with client service teams to ensure exceptional client and investor experiences Ensure all deliverables are completed in accordance with service level agreements Follow established policies, procedures, and best practices Support special projects and process improvement initiatives Operate effectively within a high-volume, deadline-driven environment Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy