Investment Analyst, Alternative Funds – Client-Focused

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

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.