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David Careers

Investor Relations Analyst

Posted today

standish managementPortland (ME)
Financial and Investment AnalystsPortfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$52,000 - $65,000 per year

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About the role

Investor Services Specialist Exciting opportunity for a client services professional to join a rapidly growing fund accounting firm. The Investor Services Specialist plays a key role in client engagement, building client relationships and working with engagement teams to provide an excellent experience for our clients and their investors.
Responsibilities:
  • Respond to client and investor requests including but not limited to: Granting access to the investor portal
  • Updating investor information
  • Assisting with new investor onboarding
  • Financial information questions
  • Assist with completing audit documents
  • Assist with ad-hoc projects such as: Financial and Tax reporting
  • Capital call and distribution tracking
  • Wire preparation
  • Compile and organize investor CRM information with updated and accurate client information
  • Communicate and provide information to the technology team to set up client portals
  • Run Anti-Money Laundering (AML) reports and update AML database as needed
  • Provide general administrative support to the engagement team and Onboarding team by generating reports, gathering, and providing information, updating systems and other administrative needs
Assist in financial reporting, tax preparation, audit preparations and other fund administration activities. Engage in project management of team deadlines, client requests and other ongoing projects and tasks. Responsibly secure and handle sensitive financial and personal data Maintain dialogue and build relationships with client personnel and investors (LPs)
Qualifications and Experience:
  • Bachelor's Degree required
  • Experience in a client-oriented office environment, preferably in a related industry
  • Proficiency in Microsoft Office applications, particularly Excel and Outlook
  • Detail-oriented, conscientious, and energetic self-starter with ability to think creatively
  • Demonstrated ability to work as part of a team and a willingness to take on any task, no matter how small
  • Proven ability to manage competing priorities and deadlines
  • Ability to effectively communicate to team members
  • Excellent interpersonal communication skills and ability to interact with senior personnel across the firm
Benefits:
  • Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options
  • Comprehensive disability/maternity and paternity plans 401KFlexible Vacation PlanSick Time Accrual Plan
  • Standard holidays along with year-end office closure
  • A flexible work environment for all employees
Compensation Ranges Annually (varies by city):LA: $55,000 - $65,000 Portland: $52,000 - $62,000 Seattle: $52,000 - $62,000*Actual compensation within that range will be dependent upon the individual's skills, experience and qualifications.

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