Investor Relations Analyst: Client Onboarding & Reporting

Coda Search│Staffing; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Coda Search is partnering with a leading asset management firm with offices in NYC to recruit a Client Service Associate for its private wealth platform. You will focus on onboarding investors, overseeing the transfer agent, preparing client reports, and responding to investor inquiries.

This role requires strong communication, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or related field.
• 1+ years in client services, investor services, fund operations, transfer agency, or fund administration.

Responsibilities

• Serve as primary contact for investor inquiries and provide timely responses.
• Oversee third-party transfer agent to ensure accurate, timely investor transactions.
• Coordinate onboarding of new investors, tracking subscription documents and AML/KYC.
• Prepare and distribute quarterly and ad hoc client reports and statements.
• Collaborate with Investor Relations, Fund Accounting, Legal, and Compliance to support investor needs.
• Maintain accurate investor records and assist with account updates and transfers.
• Monitor service providers and help resolve operational issues as they arise.
• Assist with fund launches, reporting initiatives, and process improvement projects.
• Ensure high level of service throughout the investor lifecycle.

Skills

Communication

Interpersonal skills

Attention to detail

Organizational skills

Multitasking

Education

Bachelor's degree in Finance/Accounting/Business or related field

Tools

Microsoft Excel

PowerPoint

Microsoft Office

Job description

Coda Search is partnering with a leading asset management firm with offices in NYC to recruit a Client Service Associate for its private wealth platform. You will focus on onboarding investors, overseeing the transfer agent, preparing client reports, and responding to investor inquiries.

This role requires strong communication, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.