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Client Services Associate | Leading Credit Fund
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-26
Listing for:
Metis Search
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Analyst -
Business
Financial Analyst
Job Description & How to Apply Below
We are partnering with a leading global credit hedge fund with a strong track record across structured credit, corporate credit, and opportunistic strategies. The firm is known for its collaborative culture, institutional client base, and commitment to excellence in both investment performance and client engagement.
The RoleThe Client Services Associate will play a key role in supporting the firm’s investor relations and client servicing efforts. Acting as a central point of contact for investors, you will help deliver a best-in-class client experience while working closely with investment, sales, and operations teams.
Key Responsibilities- Serve as a primary contact for client queries, ensuring timely and high-quality responses
- Support onboarding of new investors, including KYC and subscription processes
- Coordinate investor communications, including reports, updates, and ad hoc requests
- Assist in the preparation of client presentations, DDQs, and marketing materials
- Maintain and update CRM systems and investor records
- Work closely with internal teams to ensure accurate and consistent messaging to clients
- Support the organisation of investor meetings, calls, and events
- 2–5 years of experience in client services, investor relations, or operations within asset management, hedge funds, or financial services
- Strong understanding of credit markets or alternative investments is preferred
- Excellent communication and interpersonal skills
- High attention to detail and strong organisational abilities
- Proficiency in Microsoft Office (particularly Excel and PowerPoint)
- A proactive, team-oriented mindset with the ability to manage multiple priorities
Position Requirements
10+ Years
work experience
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