Investor Services Associate
New York, New York County, New York, 10261, USA
Listed on 2026-06-02
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Finance & Banking
Financial Analyst -
Business
Financial Analyst
Responsibilities
As an Associate in the Fund Management team within Enterprise, you will support Americas Investor Relations in Macquarie Asset Management. Your primary responsibilities include owning day‑to‑day investor engagement and ensuring best‑in‑class client service across our Americas funds. You will act as the key point of coordination for investor queries and onboarding activities, managing fund mailboxes and end‑to‑end query workflows. You will triage inbound requests, drive timely and accurate responses, and ensure clear, consistent communications aligned with messaging across the platform.
You will coordinate with the broader Fund Management team and Client Solutions Group to track actions to completion, prepare and review due diligence materials and investor reporting templates, and manage client escalations to resolve complex issues.
Additional responsibilities include enhancing the investor engagement operating model by working with the Investor Query Management team in India and the fund administrator to drive process improvements. You will support investor onboarding by coordinating logistics, managing documentation requests, and maintaining oversight of key milestones and stakeholder responsibilities to deliver a smooth investor experience.
Office location requirement:
This role requires 3 days a week in the New York office.
Salary range: $100,000 - $140,000 per year. Base salary may vary based on relevant experience, time in role, peer and market data, prior performance, business sector, and geographic location. You may be eligible for an annual discretionary incentive compensation award.
Qualifications- Bachelor’s degree required; degree in Finance, Accounting, Economics, or related field preferred.
- Ideally 3‑5 years of related working experience, preferably in alternative financial services or private equity in an Investor Relations or Client Services role.
- Strong organizational skills with the ability to manage multiple work streams and deadlines autonomously.
- Ambitious with excellent communication skills and the ability to engage and influence stakeholders across different levels.
- Strong communication and organizational skills, including the ability to manage multiple initiatives and effectively communicate with key stakeholders to ensure client requirements are consistently met.
- 1 wellbeing leave day per year and a minimum of 25 days of annual leave.
- 20 weeks’ paid parental leave for primary caregivers, 12 days of paid transition leave upon return to work, and 6 weeks’ paid leave for secondary caregivers.
- 2 days of paid volunteer leave and donation matching.
- Medical, prescription drug, dental, and vision insurance; health savings account and dependent day care savings account; life insurance, disability, and other insurance plans; 401(k) and short/long term disability.
- Employee Assistance Program with counseling and coaching services.
- Learning and development opportunities, including reimbursement for professional membership or subscription.
- Recognition and service awards.
- Hybrid and flexible working arrangements, dependent on role.
- Reimbursement for work from home equipment.
Macquarie Asset Management is committed to providing an inclusive environment that values and respects different experiences, skillsets, and perspectives. Macquarie provides access to opportunities for all individuals regardless of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other characteristic or circumstance. We provide reasonable accommodation to individuals who may need support during the recruitment process and employment.
If you require an accommodation, please let us know during the application process.
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