Investor Relations Associate

Mission Staffing; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

A well-established asset management firm in Midtown NY is seeking an Investor Services Analyst for their Private Equity Team. The role involves onboarding new clients, managing account activities, and ensuring client satisfaction. Ideal candidates will have 2-5 years of relevant experience and strong communication skills.

Qualifications

• 2-5 years of experience in an Investor Services role for a Private Equity firm or Fund Administrator.

Responsibilities

• Onboarding new Private Equity investment clients.
• Communicating with clients regarding performance and account maintenance.
• Partnering with external fund administrators to reconcile account issues.

Skills

Communication

Client Management

Tools

Microsoft Excel

PowerPoint

Job description

Our client, a well known and established asset management firm in Midtown, NY, is looking to add an Investor Services Analyst to their Private Equity Team! Responsibilities include onboarding new clients, updating clients on account activity, setting up new accounts, and reviewing client performance reports. The ideal candidate will come with 2-5 years of Investor Services experience for either a Private Equity fund or a fund admin servicing PE clients.

Responsibilities Include:

• Onboarding new Private Equity investment clients
• Communicating occasionally with clients regarding performance, investment strategy, and account maintenance
• Partnering with external fund administrators to reconcile and account issues

Requirements:

• 2-5 years of experience in an Investor Services role for a Private Equity firm or Fund Administrator
• Strong written and verbal communication skills
• Advanced capabilities in Microsoft Excel and PowerPoint