Associate, Investor Services

aresmgmt; Los Angeles (CA); On-site; USD 115,000 - 135,000; Full time

Benefits offered by this job

Comprehensive medical/dental/vision

401(k) with company match

Flexible benefits program

Job summary

Ares Management in Los Angeles is seeking an Associate for the Global Client Solutions team to support investor onboarding, data management, and lifecycle maintenance. The role involves coordinating with multiple groups to streamline processes and improve client service across investment strategies.

Reporting to the Vice President of Investor Services, you will help build and document new workflows, manage data rooms, and respond to investor inquiries.

Qualifications

• Bachelor’s degree required.
• Minimum of 3 years in a fast-paced role, preferably within investment/wealth management or financial services.
• Strong collaboration and willingness to assist with various tasks.
• Experience onboarding investors and handling investor data.

Responsibilities

• Support organizational and project management efforts across the Investor Services team.
• Collaborate with Relationship Management and Product Management teams globally to streamline processes.
• Assist investor onboarding including review of subscription agreements, AML/KYC, regulatory and tax docs.
• Capture investor data during onboarding and lifecycle maintenance.
• Respond to investor inquiries and resolve issues in a timely manner.
• Reconcile data with Fund Administrators and resolve breaks.
• Manage investor data rooms including setup and maintenance.
• Develop and train on new workflows using technology to improve processes.
• Build cross-firm networks to promote best practices across operations.

Skills

Team player

Attention to detail

Communication skills

Project coordination

Salesforce

Education

Bachelor’s Degree

Tools

Intralinks

Microsoft Excel

PowerPoint

Visio

Job description

Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Job Description

Ares Management is looking to hire an Associate for the Global Client Solutions (“GCS”) team in Los Angeles. Investor Services is expanding its team to support the firm’s strategic objectives related to fundraising and client service. Investor Services acts as a centralized point of contact for external clients, internal teams and service providers on investor data, onboarding, inquiry management and data rooms across all business lines at Ares (credit, private equity, real assets, infrastructure, secondaries and strategic initiatives). This is a unique opportunity to join a growing team that is defining new processes, building technologies and launching enterprise-wide functions.

The individual will be responsible for data room contact and document maintenance, capturing and maintaining investor data, supporting investor onboarding efforts, coordinating with external and internal teams, general team administrative items and projects. As this is a new team, the role will require a dynamic, adaptive, and proactive professional who can help identify enhancements to new and existing processes.

Primary Functions and Essential Responsibilities

• Support organizational and project management efforts across the Investor Services team
• Work closely with Relationship Management and Product Management teams, globally, to streamline and centralize processes across different groups including Finance, Accounting, Legal, Tax, Compliance and Technology
• Support investor onboarding process, which includes review of all onboarding documents such as subscription agreement, AML/KYC, regulatory related and tax documents
• Capture investor data during the onboarding process and investor lifecycle maintenance
• Respond and resolve investor-related inquiries and/or requests in a timely manner
• Identify and elevate complex cases or queries to senior team leads
• Reconcile data to Fund Administrators’ and follow procedures to resolve any breaks
• Manage investor data rooms – including set up, document and contact maintenance
• Assist in developing, implementing, documenting and training on new workflows and procedures utilizing technology to create and improve processes and drive change
• Build a strong network across the firm and with external vendors to facilitate strong collaboration and promote best practices across business operations groups including Technology, Finance, Accounting, Human Resources, Legal, Tax, Compliance, Fund Administrators and External Counsel

Qualifications

• Bachelor’s Degree
• Minimum of 3 years of experience in a fast-paced, self-driven role, preferably within investment/wealth management, business management/strategy, consulting, and/or financial services
• Strong team player who enjoys collaboration and demonstrates willingness assist with various tasks, as needed
• Eagerness to learn and grow within the alternative investment industry
• Capable of managing multiple priorities across time zones, including internal and external requestors
• High attention to detail and customer experience to provide the best-in-class client experience
• Demonstrate a high level of integrity to protect sensitive client information
• Outstanding presentation, communication, writing, and interpersonal skills
• Experience with Salesforce and/or Intralinks is a plus
• Experience in customer service is a plus
• Experience working with alternative asset classes is a plus
• Strong Microsoft suite skills, especially Excel and PowerPoint, Visio is a plus

Reporting Relationships

Vice President, Investor Services

Compensation

The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.

$115,000 - $135,000 / annum

The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.

Applications will be accepted on an ongoing basis until the search is no longer active.