Investor Services Associate

Posted Tuesday, August 4, 2026 at 6:00 AM

As an Investor Services Associate, you will support the full investor lifecycle by coordinating investor transactions, maintaining investor records, assisting with investor communications, and supporting investor-facing technology platforms. You will work closely with internal teams and external service providers to help ensure accurate transaction processing, data integrity, and an exceptional investor experience.

• Support the processing of investor transactions, including subscriptions, transfers, distributions, replacement payments, and related reconciliations.
• Monitor wire activity and payments, research discrepancies, and coordinate resolutions with internal teams and external service providers.
• Maintain accurate investor records across internal systems, documentation, investor portals, and third-party platforms.
• Assist with ownership updates, account maintenance, investor documentation, and other investor-related activities.

• Respond to inquiries from investors, financial professionals, custodians, and business partners in a professional and timely manner.
• Coordinate investor communications, including statements, confirmations, notices, and account updates.
• Assist with investor portal administration, including user access, troubleshooting, and account support.
• Help ensure a consistent, high-quality investor experience through effective communication and service.

• Partner with fund administrators, custodians, transfer agents, and other service providers to support transaction processing and data integrity.
• Support reporting activities, data quality initiatives, system enhancements, and process documentation.
• Identify and elevate issues as needed while contributing to continuous process improvement efforts.
• Maintain compliance with company policies, applicable regulations, and industry requirements.
• Participate in special projects and perform other duties as assigned.

• Bachelor's degree in Business, Finance, Accounting, Real Estate, or a related field preferred.
• Equivalent combinations of education and relevant experience will be considered.

• 0–3 years of related professional experience.
• Experience in investor services, financial services, real estate, investment operations, fund administration, accounting, mortgage services, or client service operations preferred.
• Internship or professional office experience in an operations, administrative, or processing environment is a plus.

• No certifications or licenses required.
• Industry coursework, internships, or professional development related to financial services are beneficial.

• Proficiency in Microsoft Office Suite and Adobe Acrobat.
• Strong data-entry, recordkeeping, and organizational skills.
• Ability to maintain accurate records and review documentation for completeness and accuracy.
• Experience using investor portals, CRM systems, or other business applications is a plus.

• Strong verbal and written communication skills with a client-service mindset.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong attention to detail and problem-solving abilities.
• Ability to work independently while collaborating effectively with internal and external business partners.
• Demonstrates accountability, professionalism, and a commitment to delivering exceptional investor service.

Annual Base Salary Range: $60,000.00 to $70,000.00. This position is eligible to participate in the company’s annual discretionary bonus program.

Inland offers a competitive range of benefits for eligible Full-time employees:

• Medical/Dental/Vision insurance (PPO)
• Participation in the company 401(k) plan with a company match
• Vacation Time, Nine Paid Holidays, Three floating holidays per year
• Sick time
• Company-paid life insurance equaling your annual base salary
• Company-paid short-term and long-term disability

This position is eligible as an internal promotion opportunity.

As part of our…