Investor Relations Analyst: Client Onboarding & Reporting

Coda Search│Staffing; New York (NY); On-site; USD 60,000 - 85,000; Full time

Job summary

Coda Search is partnering with a leading asset management firm in NYC to hire a Client Service Associate for its private wealth platform. The role focuses on onboarding investors, overseeing transfer agencies, preparing reports, and responding to investor inquiries.

The successful candidate will coordinate AML/KYC requirements, maintain investor records, and collaborate with Investor Relations, Fund Accounting, Legal, and Compliance to meet investor needs.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or related field.
• 1+ years of experience in client services, investor services, fund operations, transfer agency, or fund administration.
• Experience in asset management, private equity, hedge funds, or private credit preferred.
• Strong communication and interpersonal skills.
• Excellent attention to detail and organizational abilities.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Serve as primary point of contact for investor inquiries and provide timely, professional responses.
• Oversee third-party transfer agent to ensure investor transactions are processed accurately and on time.
• Coordinate onboarding of new investors, including tracking subscription documents and AML/KYC requirements.
• Prepare and distribute quarterly and ad hoc client reports, account statements, and investor communications.
• Work closely with Investor Relations, Fund Accounting, Legal, Compliance, and external service providers 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 a high level of service throughout the investor lifecycle.

Skills

Client services

Investor services

Fund operations

Transfer agency

Communication skills

Education

Bachelor's degree in Finance, Accounting, Business

Tools

Microsoft Excel

PowerPoint

Microsoft Office

Job description

Coda Search is partnering with a leading asset management firm in NYC to hire a Client Service Associate for its private wealth platform. The role focuses on onboarding investors, overseeing transfer agencies, preparing reports, and responding to investor inquiries.

The successful candidate will coordinate AML/KYC requirements, maintain investor records, and collaborate with Investor Relations, Fund Accounting, Legal, and Compliance to meet investor needs.