Senior Investor Services Representative

Senior Investor Services Representative

We’ve founded a company that values you: your time, your career, your talents and drive. We seek hard‑working applicants ready to be trained for an exciting role in a fast‑paced financial company. We offer remote work flexibility, competitive pay and benefits, rapid opportunity for promotion, and the chance to give back through fully paid community service days. We invest in our employees and our community, and our accelerated growth, dynamic company culture, and high retention rate speak for themselves.

As always, we will train the right candidate for the role.

Hybrid remote work flexibility within Maine (minimum 2 in‑office days per week). Fully remote work opportunities will be considered for residents of FL, GA, IN, IO, KY, ME, MI, MO, NH, NJ, NC, PA, RI, SC, TX, VA, WI.

As a member of the Investor Services team, the Senior Investor Services Representative is responsible for servicing client investors, analyzing, interpreting and processing investor transaction requests using knowledge and understanding of fund structures, relevant provisions of subscription documents, and fund offering documents as they pertain to investor services, as well as applicable laws and regulations such as FINRA rules, SEC accredited investor and qualified client rules, AML, ERISA, FATCA, and other regulations.

The role also includes reviewing Investor Services Representatives’ data entry into various platforms and providing feedback and guidance for data quality control.

• Analyze and assess transaction information to process investor subscription, transfer, and redemption requests in accordance with established department procedures and client‑specific requirements.
• Set up and record investor and transaction information.
• Review the entry, maintenance, and reporting of investor information, investor attributes, and investor capital activity into the investor accounting system and/or investor services system and supporting databases.
• Mentor, train, and support team members, being a resource to Investor Services Representatives within the group and promoting an environment of teamwork and collaboration.
• Respond to all client service requests and collaborate and communicate with both IS colleagues and cross‑departmental colleagues to provide best possible service and apply judgement as to when escalation is required.
• Participate in team meetings, trainings, user testing in support of technology initiatives, and cross‑functional or company‑wide projects.

• Three or more years of experience in Investor Services for hedge funds and is comfortable and proficient acting as a primary liaison with fund managers and investors.
• Demonstrates superior verbal and written communication skills.
• Communicates complex concepts comfortably, respectfully, and proficiently in both verbal and written form.
• Demonstrates effective client service‑oriented attitude.
• Learns quickly to work with new systems and technology.
• Experience reviewing and understanding legal documents, entity formation documents (such as foundation charters, trust documents, LLC agreements), fund offering documents, subscription agreements, client and company policies, and regulatory guidance a plus.
• Desires and is able to learn quickly, adapts to change and growth, and thrives in a fast‑paced environment.
• Possesses a strong work ethic and is detail‑oriented, organized, and conscientious.
• Successful experience working in a team and enjoys establishing and nurturing positive relationships with coworkers, clients, and business partners.

• Four‑year college degree preferably in Accounting, Finance, Business Management or Economics.

• Please be sure to include an updated resume with your application. Cover letters are read and considered, although they are not required.

At Stone Coast, we strive to reflect the community of which we are so grateful to be a part and are committed to providing an environment of mutual respect where equal employment opportunities are available to all…