Investor Services Associate

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

Job summary

Abacus Group, LLC seeks an Investor Services Associate for its Manhattan, NY office. The role focuses on managing the LP investor lifecycle, onboarding, subscription processing, CRM ownership, and investor communications.

You will respond to investor inquiries, draft and distribute capital calls and quarterly reports, maintain investor records, and support capital-raising efforts with due diligence responses and data room upkeep.

Qualifications

• 5+ years in investor relations, client services, or operations in real estate/private investments.
• Experience with investor reporting platforms and fund administration.
• Strong written and verbal communication skills.

Responsibilities

• Manage the full LP investor lifecycle including onboarding, subscription processing, and CRM ownership.
• Coordinate fundraising activities, capital calls, distributions, and investor communications.
• Prepare investor presentations, quarterly/annual reports, and fund updates.
• Maintain accurate investor records, subscription documents, and CRM data.
• Collaborate with fund administrators, legal counsel, and accounting teams.
• Organize investor meetings, webinars, and firm-sponsored events.
• Improve investor relations processes through automation and technology tools.

Skills

Investor relations

CRM management

Written comms

Tools

Agora

Yardi

Job description

Our client is an integrated real estate investment firm. They seek a Investor Services Associate to join their Manhattan, NY office.

Responsibilities

• Manage the full LP investor lifecycle, including onboarding, subscription processing, CRM ownership, cap table management, IRA custodian coordination, FMV reporting, offering document administration, and preparation of investor communications, presentations, and factsheets
• Respond to LP inquiries regarding fund reporting, capital activity, and investor-related requests while managing the investor relations inbox
• Draft and distribute investor communications, including capital calls, distributions, quarterly reports, annual financial statements, and fund updates
• Maintain accurate investor records, subscription documentation, funding status, and CRM data throughout the investment lifecycle
• Coordinate subscription execution, onboarding workflows, wire instructions, and funded commitment confirmations with fund administrators
• Support capital raising initiatives by preparing offering materials, investor presentations, due diligence responses, and maintaining the investor data room
• Collaborate with fund administrators, legal counsel, and accounting teams to ensure accurate investor records, reporting, and transaction processing
• Monitor capital calls, distributions, redemption activity, and perform quality control reviews of investor communications and documentation
• Organize investor meetings, webinars, conferences, and firm-sponsored events, including scheduling, logistics, materials, and follow-up
• Enhance investor relations processes through workflow improvements, automation, and technology tools to increase operational efficiency

Requirements

• 5+ years of experience in investor relations, client services, or operations within real estate private credit, private equity, or alternative investments
• Experience at a small to mid-sized platform with direct ownership over investor processes preferredFamiliarity with fund administration and investor reporting platforms (Agora, Yardi)
• Experience managing subscription documents, onboarding workflows, and capital activity
• Excellent written and verbal communication skills