Investor Relations Representative

AppleOne Employment Services; New York (NY); On-site; USD 85,000 - 110,000; Full time

Job summary

AppleOne Employment Services in New York, NY seeks an experienced Investor Relations Representative to serve institutional and high-net-worth investors through the full fund lifecycle, including onboarding, capital calls, distributions, and reporting.

You will coordinate investor communications, maintain records in transfer agency and CRM systems, ensure KYC/AML compliance, and collaborate with compliance and fund operations to meet deadlines.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or related field.
• 5+ years of experience in investor services or fund administration.
• Strong understanding of private markets and the investor lifecycle.
• Experience with KYC/AML and onboarding workflows.
• Proficiency in Excel and related fund operations platforms.

Responsibilities

• Manage investor onboarding, account activation, and ongoing investor service workflows.
• Support capital calls, distributions, investor reporting cycles, and fund communication processes.
• Maintain investor records, reconcile data, and support compliance, audit, and operational review activities.
• Partner with compliance, fund operations, and client service teams to resolve investor issues and meet deadlines.

Skills

Investor onboarding

KYC/AML

Investor servicing

Excel

Communication

Multitasking

Education

Bachelor's degree in Finance/Accounting/Business

Tools

Investor servicing platforms

Transfer Agency

CRM

Job description

Job Summary

We are seeking an experienced Investor Relations Representative for a direct hire opportunity in New York, NY with a growing private equity and alternative investments platform. This role is ideal for a client-focused investor services professional who understands private markets operations, capital activity, investor onboarding, and high-touch relationship management.

The Investor Relations Representative will serve as a key point of contact for investors throughout the full fund lifecycle, including onboarding, capital calls, distributions, reporting, account activity, and ongoing service needs. This is a strong opportunity to join a professional financial services environment with supportive leadership, collaborative teams, and exposure to institutional investors, family offices, and high-net-worth clients.

Key Responsibilities

• Manage the investor onboarding process from start to finish while ensuring compliance with internal policies, KYC/AML requirements, and regulatory standards.
• Serve as a primary contact for investors, responding to inquiries related to capital calls, distributions, fund performance, reporting, and account activity.
• Coordinate and process capital call notices, distribution notices, subscription activity, transfers, and related investor communications.
• Distribute investor materials, including financial statements, quarterly reports, fund notices, and client-facing documentation.
• Maintain accurate investor records in transfer agency, CRM, or investor servicing systems and support reconciliations, audits, and internal reviews.
• Identify opportunities to improve processes, strengthen communication standards, reduce operational risk, and maintain service-level expectations.

Compensation and Benefits

• Salary range: $85,000 to $110,000 per year.
• Job type: Direct hire.
• Location: New York, NY.

Required Qualifications and Skills

• Manage investor onboarding, account activation, and ongoing investor service workflows.
• Support capital calls, distributions, investor reporting cycles, and fund communication processes.
• Maintain investor records, reconcile data, and support compliance, audit, and operational review activities.
• Partner with compliance, fund operations, and client service teams to resolve investor issues and meet deadlines.
• Bachelor's degree in Finance, Accounting, Business, or a related field.
• Approximately 5 or more years of experience in investor services, fund administration, transfer agency, private equity, hedge funds, or alternative investments.
• Strong understanding of private equity fund structures, capital call and distribution processes, and the investor lifecycle.
• Familiarity with KYC/AML requirements, investor onboarding workflows, and account documentation standards.
• Experience servicing institutional investors, family offices, high-net-worth individuals, or similar investor audiences.
• Proficiency in Excel and experience using investor servicing, transfer agency, CRM, or related fund operations platforms.
• Strong written and verbal communication skills with a professional, client-focused approach.
• High attention to detail, accuracy, organization, and the ability to manage multiple priorities in a deadline-driven environment.

Preferred Qualifications

• Experience with private equity, private credit, hedge funds, or other alternative asset classes.
• Exposure to fund accounting, financial reporting, or investor reporting processes.
• Knowledge of regulatory frameworks relevant to private funds.
• Experience with eFront, Intralinks Data Room, or similar investor servicing and document management platforms.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.