Investor Services Analyst

Rockwood Search; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading investment firm is seeking an Investor Services Analyst to manage daily investor servicing, including transactions and cash monitoring. The role requires 1-4 years of experience and includes responsibilities like managing capital flows and facilitating investor communications. Join a stable company that values accuracy and proactive engagement with its investors.

Qualifications

• 1-4 years of experience in investor servicing.
• Experience with managing capital flows such as subscriptions and redemptions.
• Familiarity with CRM systems.

Responsibilities

• Responsible for daily investor servicing tasks including transactions and cash monitoring.
• Maintain CRM to ensure accuracy of investor data.
• Organize both virtual and in-person investor events.

Skills

AML

Data Management

Event Organization

Job description

Qualified candidates, please attach resume when applying.

Very stable investment firm seeks an individual with 1-4 years of experience to be responsible for daily investor servicing including transactions, AML, cash monitoring, data management, events, and fund communications. Candidates must have experience managing capital flows such as subscription and redemptions; Disseminating fund communications to investors; Maintaining CRM to ensure accuracy of investor attribute and contact data; Facilitating completion of legal agreements for consultant, data aggregator and fund of fund relationships and Organizing both virtual and in-person investor events, overseeing all aspects from registration to post-event analysis.

Qualified candidates should send resumes to [e-mail] . Please put your Name and “Investor Services Analyst” in the subject line and attach your resume as a word or PDF document. Also include contact information, salary requirements and any applicable information in the body of the email.