Associate, Investor Relations Operations

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.

• 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

• 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

Salary: $70,000 - $78,000, Plus Bonus