IPC - Investor Services Associate

Overview

The Investor Services Associate plays a key role in supporting the full investor lifecycle by coordinating investor transactions, maintaining investor records, assisting with investor communications, and supporting investor-facing technology platforms. This position works closely with internal teams and external service providers to help ensure accurate transaction processing, data integrity, timely communication, and a consistent investor experience. The ideal candidate is detail-oriented, service-focused, and eager to build a career in investor services, financial services, real estate, or investment operations.

This role offers exposure to a variety of investor processes and provides opportunities to contribute to operational excellence, process improvements, and scalable service delivery.

• Support the review, coordination, and processing of investor transactions, including subscriptions, transfers, distributions, replacement payments, and related reconciliations and reporting.
• Analyze and maintain investor records to ensure completeness, accuracy, and consistency across supporting documentation, internal procedures, investor portals, and third-party systems.
• Monitor wire transfers, payments, and related transaction activity; research discrepancies and coordinate timely resolution with internal teams and external service providers.
• Coordinate investor communications, including statements, confirmations, notices, and account updates, while supporting the maintenance of investor portals and document repositories.
• Partner with third-party providers, including fund administrators, custodians, and transfer agents, to support transaction processing, reporting, issue resolution, and investor data integrity.
• Deliver professional support to investors, financial professionals, and custodians by responding to inquiries, investigating account issues, providing status updates, and helping facilitate timely resolutions.
• Collaborate with internal departments, including Fund Accounting, Investor Relations, Compliance, and Asset Management, to support ownership changes, account updates, refinances, investor documentation, and other investor-related activities.
• Assist with investor portal administration, including user access, navigation support, troubleshooting, and issue resolution to ensure a positive investor experience.
• Support system enhancements, data quality initiatives, process documentation, and reporting activities designed to improve operational efficiency and scalability.
• Maintain the highest standards of personal and professional integrity while adhering to company policies, applicable laws, regulations, and industry requirements.
• Perform additional duties and special projects as assigned.

• Bachelor’s degree in Business, Finance, Accounting, Real Estate, or a related field from an accredited four-year college or university; or an equivalent combination of professional knowledge and relevant work experience.

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

• No certifications or licenses are required for this position.

• Strong attention to detail with the ability to review information for accuracy, completeness, and consistency.
• Excellent organizational and time-management skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Superior communication and client service skills, with the ability to interact professionally with investors, financial professionals, custodians, third-party providers, and internal business partners.
• Intermediate proficiency with Microsoft Office Suite, Adobe Acrobat, investor portals, and related business applications.
• Ability to research routine account and transaction issues, identify discrepancies, and coordinate appropriate follow-up in accordance with established procedures.
• Capable of working independently while collaborating effectively within a team environment.
• Ability to apply established policies, procedures, and business practices to support accurate and consistent outcomes.
• Strong keyboarding and data-entry skills.

• A commitment to delivering exceptional investor service and fostering positive relationships.
• A proactive, solutions-oriented approach to problem-solving and issue resolution.
• A strong sense of accountability and ownership when managing investor-related processes and transactions.
• The ability to thrive in a collaborative environment while maintaining accuracy and attention to detail.

This role offers the opportunity to develop and expand expertise in investor services, fund operations, financial services, and real estate investment…