Fund Investor Services & Onboarding Specialist
Standish Management
Standish Management in Dallas, Texas, seeks an Investor Services Specialist to enhance client engagement and provide exceptional services in fund administration. The role entails responding to client inquiries, assisting with onboarding, and maintaining CRM data. Candidates should have a Bachelor's Degree and experience in customer service, alongside proficiency in Microsoft Office. This position offers an opportunity to join a dynamic firm within private equity fund services. #J-18808-Ljbffr
- Standish Management UK seeks an Investor Services Specialist in Dallas, Texas. This role entails engaging with clients and... ...to participate in financial reporting, onboarding, and project management within a growing fund accounting firm. #J-18808-Ljbffr Standish Management...SuggestedWork at office
- ...is a top 10 national professional services firm where our purpose is to create... ...you. CLA is currently seeking an Investor Services Manager to join our Fund Administration group in our West,... ...best practices and procedures for onboarding of clients and client deliverables...SuggestedWork at officeFlexible hours
- ...CLA (CliftonLarsonAllen) is seeking an experienced Investor Services Manager to join our Fund Administration group. This role will involve managing the... ...relationships and service delivery, developing best practices for onboarding, and overseeing a team. Ideal candidates will have 8...SuggestedFlexible hours
- ...Investor Services Specialist Dallas, Texas, United States We are a provider of specialized fund administration services for Managers and General Partners of private equity funds... ...information Assisting with new investor onboarding Financial information questions Assist...SuggestedWork at office
- ...Standish Management, LLC in Dallas, Texas, seeks associates for its fund administration team. The role involves overseeing administrative tasks and investor relations, including data entry, compiling reports, and managing accounts payables and receivables. The ideal candidate...Suggested
- ...Standish Management UK is seeking an Associate to join their fund administration team in Dallas, Texas. This position involves overseeing administrative support and investor relations related to client funds. Responsibilities include data entry, maintaining filing systems...
- ...CliftonLarsonAllen is seeking an Investor Services Manager to join its Fund Administration group in Dallas, Texas. The role emphasizes managing client relationships and delivering high-quality investor services. Candidates should have at least 8 years of relevant experience...
$100k - $110k
...HedgeServ is seeking an Investor Services Supervisor for their Dallas office. The role involves overseeing investor transactions, ensuring... ...relevant degree and have over four years of experience in the hedge fund administration sector. Strong communication, analytical, and...Work at office- TEEMA Solutions Group is seeking experienced Investors in Residence to coach angel investors and fund managers in Dallas, Texas. This remote, non-exclusive role... ..., and potential referral commissions on investors onboarded to the platform. #J-18808-Ljbffr TEEMA Solutions...Remote workFlexible hours
$140k - $185k
...Daley And Associates, LLC in Dallas is seeking an Assistant Controller to join its fund finance team. This role demands strong expertise in alternative investments and an understanding of closed-end fund structures. Responsibilities will include overseeing accounting...$155k - $170k
...A leading financial services firm in Dallas is seeking a Fund Accounting Manager to oversee fund operations, including financial reporting and investor communications. The ideal candidate has 5-7+ years of experience in public accounting or fund accounting, possesses deep...- # Work With UsInvestor Services Administrator page is loaded## Investor Services Administratorlocations: Dallas, TX: Raleigh, NCposted on: Posted Todayjob requisition... ...6539At HedgeServ, we’re redefining what’s possible in fund administration. With more than $700 billion in assets...Full timeContract workInternshipWork at officeRemote workFlexible hours
- ...Alternatives Capital Formation, Analyst (Investor Relations) Goldman Sachs Asset... ...provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments,... ...with the alternatives product specialists to understand business needs and...
- ..., Alternative Capital Formation, Investor Relations, Analyst - Dallas Job Description... ...provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments,... ...with the alternatives product specialists to understand business needs and...Full timeWork at office
$100k - $110k
...offices. Visa sponsorship will not be offered at the time. An Investor Services Supervisor will be required to execute the following tasks in... ...is with authorized person. Review distribution of Fund Performance in line with client requirements prior to distribution...Contract work- ...HedgeServ Corporation in Dallas, TX is seeking an Investor Services Administrator to join their team. The role involves managing investor transactions, ensuring compliance with AML/KYC regulations, and preparing reports. Candidates should have a degree in accounting or...
- ...Goldman Sachs in Dallas seeks a client service role focused on investor relations within Alternatives Capital Formation. This position requires excellent... ...clients on portfolio updates, and supporting quarterly fund reporting. The ideal candidate will show strong judgment,...
- ...Kids for the Future in Irving, Texas is looking for an Investor Reporting Analyst responsible for balancing, reconciling, billing, and remitting funds to investors. This role also includes ensuring good investor relations and handling correspondence effectively. The position...Casual work
- ...Investor Relations Reporting Analyst to support the firm’s investor relations and reporting functions. This role will focus on compiling... ...years of experience in investor relations, financial reporting, or fund administration, preferably in real estate or private equity....
- ...Investor Relations Associate Scout Energy Partners is a leading private energy investment firm focused on the acquisition and operation... ...in investor commitments across five flagship investment funds. Scout Energy Partners is seeking a highly motivated and entrepreneurial...Work at officeImmediate start
- ...The Investor Reporting Analyst is responsible for balancing, reconciling, billing and remitting funds to investors, as well as maintaining good investor relations and correspondence. Essential Functions Analyzes various reports and collaborates with different contacts...Full timeCasual workWork at officeMonday to Friday
- ...Role Initio Raise is building a network of Investors in Residence (IIRs) —experienced angels,... ...with angel investors and emerging fund managers , helping them evaluate deals,... ...sessions, roundtables, and discussions Support onboarding and development of new investors in the...Full timeFor contractorsRemote workFlexible hours
- ...Overview The IR Reporting Analyst will support the firm’s investor relations and reporting functions, focusing on... ...in preparing due diligence materials for new fund offerings, capital raises, and investor onboarding. Qualifications Bachelor’s degree in Finance, Accounting...Shift work
- Investor Consultant Investor Consultant Araz Acquisitions Powered by Myers Home Buyers | Led By Araz Mavadat This isn't just a real estate... ...owner who is in the trenches with you daily. Capital & Funding Access: We provide transactional funding so you can eventually...Contract workFor contractorsImmediate start
$84.25k - $101.25k
...Ventures (FBV) is Bain & Company’s venture fund focused on investing in early‑stage,... ...role offers broad exposure to founders, co‑investors, Bain senior leaders, and the fund’s Investment... ...employer contribution based on years of service and Bain’s best in class benefits package...Full timeWork at officeLocal area1 day per week- ...Job Title Financial Analyst I – Investor Reporting Why GM Financial? GM Financial... ...reporting to ensure compliance with funding agreements Developing borrowing base... ...problems Strong focus on providing quality service to internal and external customers....Temporary workWork experience placementWork at officeVisa sponsorshipFlexible hours2 days per week
$81.52k - $95.9k
...Pregnancy disability and parental leave ~401(k) and employer-funded retirement plan ~ Paid vacation (from two to five weeks depending... ...system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( . The salary range...Temporary workWork experience placementWork at officeLocal area3 days per week- ...Technologies in Irving, Texas, is seeking an Account Specialist to manage post-sale relationships, onboarding smaller practices, and enhancing client engagement.... ...and experience in account management or customer service. Benefits include a hybrid work model, medical coverage...Contract work
- ...Switzerland) AG is looking for a Client Experience Associate based in Dallas, Texas. This hybrid role involves ensuring effective client onboarding and account openings, managing client relationships while adhering to regulatory guidelines. The ideal candidate will possess...
- ...Treasury Management Client Onboarding Specialist PlainsCapital Bank is currently looking to hire a Treasury Management Client Onboarding... ...onboarding support of all Treasury Management products and services while providing the client with a personalized onboarding experience...Full timeCurrently hiringWork at officeLocal area
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