Investment Analyst (Alternative Fund Services)

ATR International; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) retirement savings plan withem-

Commuter benefits

Employee discount and referralPrograms

Life and supplemental income insurance

Paid sick leave

Job summary

ATR International seeks an Investor Relations Consultant to lead investor servicing for a portfolio of alternative investment clients. You will manage subscriptions, redemptions, capital activity, cash management, NAV entries, and account updates, ensuring accuracy and timeliness and maintaining audit readiness.

The role requires 4–5 years in financial services (fund administration, hedge funds or private equity) and a bachelor’s degree in finance, economics, or accounting.

Qualifications

• 4–5 years in financial-services experience—fund administration, hedge funds, or private equity.
• Bachelor’s degree in finance, economics, accounting, or related field.
• Advanced Microsoft Office skills; master’s degree and AI/Alteryx experience preferred.

Responsibilities

• Lead investor servicing across subscriptions, redemptions, capital activity, cash management, NAV-related entries, and account updates.
• Serve as principal contact for assigned clients; resolve inquiries and coordinate with internal teams.
• Review and sign off investor transactions; address KYC/AML documentation; produce client, regulatory, board, tax, and audit reporting.

Skills

MS Office

Client service

Risk judgment

Communication

Team collaboration

Education

Bachelor's degree in Finance/Economics/Accounting

Master's degree preferred

Tools

Alteryx

AI tools

Job description

The Investor Relations Consultant supports Alternative Fund Services by leading high-quality investor servicing across a portfolio of alternative investment clients. The role combines day-to-day operational ownership with client relationship management, ensuring fund and investor activity—including subscriptions, redemptions, capital activity, cash management, NAV-related entries, and account updates—is processed accurately, promptly, and in line with established controls.

As the principal contact for assigned clients, the incumbent resolves inquiries, coordinates with internal teams, reviews and signs off investor transactions, addresses outstanding KYC/AML documentation, and produces client, regulatory, board, tax, and audit reporting. A central expectation is to remain audit ready, identify and mitigate risk, and improve processes to increase accuracy, eliminate redundancy, and strengthen service delivery.

Skills & Qualifications:

• The ideal candidate brings four to five years of relevant financial-services experience—preferably in fund administration, hedge funds, or private equity—and a bachelor’s degree in finance, economics, accounting, or a related field.
• Success requires strong client-service orientation, precise execution, sound risk judgment, clear communication, resilience under pressure, independent follow-through, and effective collaboration across multiple stakeholders.
• Advanced Microsoft Office skills and a relevant master’s degree are preferred, as well as experience leveraging AI and Alteryx.

Full-time employees (working an average of 30 hours or more) are eligible to select from different benefits packages.

• medical, dental, and vision benefits
• a 401(k) retirement savings plan with employer match (available after 1 year of employment)
• commuter benefits
• employee discount and referral programs
• life and supplemental income insurance

Paid sick leave is provided in accordance with applicable state and local laws.

Compensation

Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience, as well as the benefits package you select.

Work Authorization

ATR International, Inc. cannot sponsor work visas (H-1B, F-1 STEM OPT with I-983, or similar). Candidates must have valid U.S. work authorization.

ATR International, Inc. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.