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David Careers

Associate, Investor Relations Operations

Posted 8 days ago

landing pointEast Boston (MA)
Investment Fund ManagersPortfolio Management and Investment Advice

SENIORITY

Mid

SALARY

$70,000 - $78,000

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About the role

Company Overview: A leading global private investment firm is hiring an Associate to join its Investor Relations Operations team. The role involves ensuring seamless onboarding and servicing of clients across various investment platforms.
Job Responsibilities: Liaise with clients and internal/external stakeholders to ensure seamless onboarding and excellent ongoing servicing Monitor and handle high-volume email mailboxes, ensuring clients receive the highest level of service Assist with fund closings, including subscription document review and investor follow-up Lead and facilitate the capital call and distribution processes for internal stakeholders Enter, validate, and maintain client information in the CRM database (Salesforce) Track and deliver client reporting with tight deadlines Grant user permissions and maintain investor account information on the investor and diligence portals Maintain and update procedure documentation for processing
Qualifications: 2-3 years of experience in the financial services industry Knowledge of MS Office, particularly Excel and Word, and experience with Salesforce preferred Detail-oriented with prior experience following procedural controls and processes Strong customer service orientation and excellent communication skills Ability to multitask and handle confidential information discreetly
Compensation: Salary: $70,000 - $78,000, Plus Bonus

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