Investor Services Analyst

Investor Services Analyst

Overview

An established fund services firm is seeking an Investor Services Analyst to support investor communications and servicing for private equity and private credit funds. This role will manage day-to-day investor inquiries, maintain investor records and documentation, and coordinate with internal teams to ensure accurate and timely service.

Responsibilities

• Serve as a primary point of contact for investor inquiries, managing a dedicated servicing inbox and ensuring timely, accurate responses.
• Upload and maintain investor documents on the investor portal while adhering to confidentiality and regulatory requirements.
• Maintain investor records and activity tracking across CRM and investor portal systems, including Salesforce and eFront.
• Assist with capital calls, distributions, and other investor transactions, ensuring accuracy and adherence to established deadlines.
• Ensure investor communications and data comply with internal policies and procedures.
• Coordinate with treasury, fund accounting, data and reporting, and other internal teams to support a seamless investor experience.
• Assist with new investor onboarding and the ongoing improvement of investor servicing processes.
• Identify opportunities to streamline manual workflows using AI and automation tools, including Claude, Power Automate, and Smartsheet MCP.
• Help design, build, test, and maintain process improvements that enhance accuracy, efficiency, and consistency.

Qualifications

• At least 2 years of experience in private equity, investment banking, or a related financial services role.
• Strong organizational and time management skills, with the ability to manage multiple requests and deadlines.
• Exceptional attention to detail when handling investor records, account updates, documentation, and audit confirmations.
• Strong written and verbal communication skills, including the ability to follow up on outstanding items and escalate issues when necessary.
• Proficiency in Microsoft Office, particularly Outlook and Excel.
• Experience with CRM systems;
  Salesforce and eFront experience is a plus.
• Ability to work independently, prioritize competing tasks, and collaborate effectively across teams.
• Interest in leveraging AI and automation tools to improve workflows and operational efficiency.