Investor Relations Representative

Job Summary

We are seeking an experienced Investor Relations Representative for a direct hire opportunity in New York, NY with a growing private equity and alternative investments platform. This role is ideal for a client-focused investor services professional who understands private markets operations, capital activity, investor onboarding, and high-touch relationship management.

The Investor Relations Representative will serve as a key point of contact for investors throughout the full fund lifecycle, including onboarding, capital calls, distributions, reporting, account activity, and ongoing service needs. This is a strong opportunity to join a professional financial services environment with supportive leadership, collaborative teams, and exposure to institutional investors, family offices, and high-net-worth clients.

• Manage the investor onboarding process from start to finish while ensuring compliance with internal policies, KYC/AML requirements, and regulatory standards.
• Serve as a primary contact for investors, responding to inquiries related to capital calls, distributions, fund performance, reporting, and account activity.
• Coordinate and process capital call notices, distribution notices, subscription activity, transfers, and related investor communications.
• Distribute investor materials, including financial statements, quarterly reports, fund notices, and client-facing documentation.
• Maintain accurate investor records in transfer agency, CRM, or investor servicing systems and support reconciliations, audits, and internal reviews.
• Identify opportunities to improve processes, strengthen communication standards, reduce operational risk, and maintain service-level expectations.

• Salary range: $85,000 to $110,000 per year.
• Job type:
  Direct hire.
• Location:
  
  New York, NY.

• Manage investor onboarding, account activation, and ongoing investor service workflows.
• Support capital calls, distributions, investor reporting cycles, and fund communication processes.
• Maintain investor records, reconcile data, and support compliance, audit, and operational review activities.
• Partner with compliance, fund operations, and client service teams to resolve investor issues and meet deadlines.
• Bachelor's degree in Finance, Accounting, Business, or a related field.
• Approximately 5 or more years of experience in investor services, fund administration, transfer agency, private equity, hedge funds, or alternative investments.
• Strong understanding of private equity fund structures, capital call and distribution processes, and the investor lifecycle.
• Familiarity with KYC/AML requirements, investor onboarding workflows, and account documentation standards.
• Experience servicing institutional investors, family offices, high-net-worth individuals, or similar investor audiences.
• Proficiency in Excel and experience using investor servicing, transfer agency, CRM, or related fund operations platforms.
• Strong written and verbal communication skills with a professional, client-focused approach.
• High attention to detail, accuracy, organization, and the ability to manage multiple priorities in a deadline-driven environment.

• Experience with private equity, private credit, hedge funds, or other alternative asset classes.
• Exposure to fund accounting, financial reporting, or investor reporting processes.
• Knowledge of regulatory frameworks relevant to private funds.
• Experience with eFront, Intralinks Data Room, or similar investor servicing and document management platforms.

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-_Know Your Rights
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