Investor Relations Representative - Onboarding

We are seeking an experienced Investor Relations Representative to support our growing private equity and alternative investments platform. This role will serve as a key point of contact for investors, delivering high-quality service across the full lifecycle of fund activity, including onboarding, capital events, reporting, and ongoing relationship management.

The ideal candidate brings approximately 5 years of experience in investor services, fund administration, or transfer agency, with a strong understanding of private markets operations and investor expectations.

• Manage the investor onboarding process end-to-end, ensuring compliance with internal policies and regulatory requirements
• Act as a primary contact for investors, responding to inquiries related to capital calls, distributions, fund performance, and account activity
• Ensure a high standard of responsiveness, accuracy, and professionalism in all communications
• Coordinate and process capital calls and distribution notices
• Support subscription, redemption (if applicable), and transfer activities
• Liaise with compliance teams to resolve KYC/AML issues and ensure timely account activation
• Distribute investor communications, including capital call notices, distribution notices, financial statements, and quarterly reports
• Assist in preparing client-facing materials and responding to ad hoc reporting requests
• Maintain accurate investor records in transfer agency or CRM systems
• Reconcile investor data and support periodic audits or internal reviews
• Identify opportunities to enhance processes, improve communication, and reduce operational risk
• Ensure adherence to SLAs, internal controls, and regulatory standards

• Bachelor’s degree in Finance, Accounting, Business, or related field
• ~5 years of experience in investor services, fund administration, private equity, hedge funds, or alternative investments
• Solid understanding of private equity fund structures, capital call/distribution processes, and investor lifecycle
• Familiarity with KYC/AML requirements and investor onboarding workflows
• Experience working with institutional investors, family offices, and/or high-net-worth individuals
• Demonstrated client servicing expertise with clear, professional, and effective verbal and written communication
• High attention to detail and accuracy
• Ability to manage multiple priorities in a deadline-driven environment
• Proficiency in Excel and experience with investor servicing or transfer agency platforms (e.g., eFront and Intralinks Data Room is a plus)

• Experience with private equity, credit, hedge funds, and other alternative asset classes
• Exposure to fund accounting or financial reporting
• Knowledge of regulatory frameworks relevant to private funds

• Timely and accurate handling of investor inquiries and transactions
• Positive investor feedback and strong relationship management
• High-quality execution of capital events and reporting cycles
• Continuous improvement in processes and communication standards