Investor Relations Ops Specialist – Onboarding & Reporting

Landing Point; Boston (MA); On-site; USD 70,000 - 78,000; Full time

Job summary

Landing Point is seeking an Associate for its Investor Relations Operations team in Boston. You will help ensure seamless onboarding and ongoing servicing of clients across investment platforms, liaising with internal and external stakeholders.

You will monitor high-volume email mailboxes, assist with fund closings, and manage capital calls and distributions. Proficiency in MS Excel/Word and Salesforce is preferred, with a strong customer-service mindset and discretion essential.

Qualifications

• 2-3 years of experience in the financial services industry (investor relations/onboarding)
• Experience with Salesforce a plus
• Ability to follow procedural controls and processes

Responsibilities

• Liaise with clients and internal/external stakeholders to ensure onboarding and ongoing servicing
• Monitor high-volume email inboxes, ensuring high-quality service for clients
• Assist with fund closings, including subscription document review and investor follow-up
• Lead capital call and distribution processes for internal stakeholders
• Enter, validate, and maintain client information in the Salesforce CRM
• Track and deliver client reporting with tight deadlines
• Grant user permissions and maintain investor account information on portals
• Maintain and update processing procedure documentation

Skills

Customer service orientation

Excellent communication skills

Detail-oriented

Multitasking

Discreet handling of confidential info

Team collaboration

Tools

Salesforce

MS Excel

MS Word

Job description

Landing Point is seeking an Associate for its Investor Relations Operations team in Boston. You will help ensure seamless onboarding and ongoing servicing of clients across investment platforms, liaising with internal and external stakeholders.

You will monitor high-volume email mailboxes, assist with fund closings, and manage capital calls and distributions. Proficiency in MS Excel/Word and Salesforce is preferred, with a strong customer-service mindset and discretion essential.