Our client, a well-established and successful asset management firm, is looking for an Investor Services Associate to join their team! The responsibilities of this role include managing and reconciling client data in their CRM, running investor reports in Microsoft Excel, assisting the Investor Relations team with new client onboarding, and managing the DDQ process. The ideal candidate will have 4-7 years' experience in Investor Services for a Private Equity firm or Fund Administrator, strong Excel skills, and knowledge of DealCloud.
Responsibilities Include:
- Gathering client data from multiple sources and centralizing it in DealCloud CRM.
- Completing and managing investor DDQs.
- Assisting with new client and investor onboarding.
- Verifying and reconciling any investor transactions.
Requirements:
- 4-7 years of Investor Services experience for a reputable Private Equity firm or Fund Administrator.
- Advanced technical capabilities in DealCloud, Microsoft Excel, and Microsoft PowerPoint.
- Strong written and verbal communication skills.
