Investor Relations Representative - Onboarding

Mphasis; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Mphasis is seeking an experienced Investor Relations Representative to support its private equity and alternative investments platform. You will be a key contact for investors, handling onboarding, capital events, reporting, and ongoing relationship management.

The role demands roughly 5 years of investor services or fund administration experience, with a solid grasp of private markets operations, investor expectations, and regulatory requirements.

Qualifications

• Bachelor’s degree in Finance or related field.
• Approximately 5 years of experience in investor services, fund administration, or transfer agency.
• Strong understanding of private markets operations and investor expectations.
• Experience with institutional investors and high-net-worth clients.
• Proficiency in Excel and investor servicing platforms.

Responsibilities

• Manage the investor onboarding process end-to-end, ensuring compliance with internal policies and regulatory requirements.
• Act as a primary contact for investors, responding to inquiries related to capital calls, distributions, fund performance, and account activity.
• Ensure a high standard of responsiveness, accuracy, and professionalism in all communications.
• Coordinate and process capital calls and distribution notices.
• Support subscription, redemption (if applicable), and transfer activities.
• Liaise with compliance teams to resolve KYC/AML issues and ensure timely account activation.
• Distribute investor communications, including capital call notices, distribution notices, financial statements, and quarterly reports.
• Assist in preparing client-facing materials and responding to ad hoc reporting requests.
• Maintain accurate investor records in transfer agency or CRM systems.
• Reconcile investor data and support periodic audits or internal reviews.
• Identify opportunities to enhance processes, improve communication, and reduce operational risk.
• Ensure adherence to SLAs, internal controls, and regulatory standards.

Skills

Investor services

Private equity

Excel

Communication

Attention to detail

Education

Bachelor's degree in Finance

Finance or accounting

Tools

eFront

Intralinks Data Room

Job description

We are seeking an experienced Investor Relations Representative to support our growing private equity and alternative investments platform. This role will serve as a key point of contact for investors, delivering high-quality service across the full lifecycle of fund activity, including onboarding, capital events, reporting, and ongoing relationship management.

The ideal candidate brings approximately 5 years of experience in investor services, fund administration, or transfer agency, with a strong understanding of private markets operations and investor expectations.

Key Responsibilities

• Manage the investor onboarding process end-to-end, ensuring compliance with internal policies and regulatory requirements
• Act as a primary contact for investors, responding to inquiries related to capital calls, distributions, fund performance, and account activity
• Ensure a high standard of responsiveness, accuracy, and professionalism in all communications
• Coordinate and process capital calls and distribution notices
• Support subscription, redemption (if applicable), and transfer activities
• Liaise with compliance teams to resolve KYC/AML issues and ensure timely account activation
• Distribute investor communications, including capital call notices, distribution notices, financial statements, and quarterly reports
• Assist in preparing client-facing materials and responding to ad hoc reporting requests
• Maintain accurate investor records in transfer agency or CRM systems
• Reconcile investor data and support periodic audits or internal reviews
• Identify opportunities to enhance processes, improve communication, and reduce operational risk
• Ensure adherence to SLAs, internal controls, and regulatory standards

Qualifications & Experience

• Bachelor’s degree in Finance, Accounting, Business, or related field
• ~5 years of experience in investor services, fund administration, private equity, hedge funds, or alternative investments
• Solid understanding of private equity fund structures, capital call/distribution processes, and investor lifecycle
• Familiarity with KYC/AML requirements and investor onboarding workflows
• Experience working with institutional investors, family offices, and/or high-net-worth individuals
• Demonstrated client servicing expertise with clear, professional, and effective verbal and written communication
• High attention to detail and accuracy
• Ability to manage multiple priorities in a deadline-driven environment
• Proficiency in Excel and experience with investor servicing or transfer agency platforms (e.g., eFront and Intralinks Data Room is a plus)

Preferred Qualifications

• Experience with private equity, credit, hedge funds, and other alternative asset classes
• Exposure to fund accounting or financial reporting
• Knowledge of regulatory frameworks relevant to private funds

What Success Looks Like

• Timely and accurate handling of investor inquiries and transactions
• Positive investor feedback and strong relationship management
• High-quality execution of capital events and reporting cycles
• Continuous improvement in processes and communication standards