Investor Services Specialist

Job description

We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‐out, Venture Capital, Real Estate and Fund‐of‐ Funds. For new General Partners, we provide consulting services to help accelerate the launch of their funds in addition to our full fund administration services. For established General Partners, we provide administration services and technology to whole fund families or select funds, to help scale their fund operations rapidly and efficiently. Exciting opportunity for an Investor Services Specialist to join a rapidly growing fund accounting firm. The Investor Services Specialist plays a key role in client engagement, building client relationships and working with engagement teams to provide an excellent experience for our clients and their investors. Responsibilities: - Respond to client and investor requests including but not limited to: - Granting access to the investor portal - Updating investor information - Assisting with new investor onboarding - Financial information questions - Assist with completing audit documents Assist with ad-hoc projects such as: - Financial and Tax reporting - Capit...