Investor Services - Consultant

Job description

We are seeking a consultant to join our Asset Management team with a focus on Investor Services. This role is ideal for someone who thrives in a fast-paced environment, enjoys project-based work, and can manage multiple priorities simultaneously. The consultant will play a key role in supporting private equity clients focused on investor request management. The position requires frequent use of client systems such as Salesforce to manage workflows, track deliverables, and maintain compliance with established policies. The consultant will also partner with client stakeholders to manage investor interactions, streamline processes, and drive efficiencies, making strong project management and multitasking skills essential for success.The duties and responsibilities described here are not exhaustive, and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by CFGI in its sole discretion. Responsibilities include: Investor Request Management (80% of time): · Utilize Salesforce to review, action and track investor request activity with a focus on quality and effic...