Investor Services Associate - Hybrid Boston, Reporting

RA Capital Management, LLC

Boston (MA)

Hybrid

USD 80,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Health insurance
Retirement contributions
Paid time off
Wellness programs

Job summary

RA Capital Management seeks a detail-oriented Investor Services Associate in the greater Boston area to support investor transaction processing, reporting, and workflows with the fund administrator. Reporting to the Manager of Investor Services, you will work in a data-driven environment and collaborate across Investor Relations, Legal, and Finance.

The role requires a Bachelor’s degree and 3–5 years in investor services.

Qualifications

  • Strong written and verbal communication skills.
  • Attention to detail and a methodical approach to accuracy.
  • Ability to manage multiple tasks and deadlines in a fast-paced environment.
  • Proactive problem-solving and ability to document workflows.

Responsibilities

  • Assist with onboarding and coordinating with the fund administrator.
  • Coordinate investor documentation and reporting requirements.
  • Manage investor due diligence requests and information delivery.
  • Process subscriptions, redemptions, AML/KYC compliance support.
  • Coordinate with outside counsel and internal teams for transfer requests.
  • Handle FATCA/CRS reporting in coordination with tax authorities.
  • Maintain internal capital activity reporting and reconcile data.
  • Oversee incoming cash and fund clearance.
  • Respond to investor inquiries promptly with cross-functional support.
  • Verify reporting against source files before distribution.
  • Develop and maintain standard workflows for recurring requests.
  • Support development of marketing and due diligence materials.

Skills

Communication skills
Attention to detail
Multitasking
Process documentation
CRM systems

Education

Bachelor’s degree

Tools

CRM systems

Job description

RA Capital Management seeks a detail-oriented Investor Services Associate in the greater Boston area to support investor transaction processing, reporting, and workflows with the fund administrator. Reporting to the Manager of Investor Services, you will work in a data-driven environment and collaborate across Investor Relations, Legal, and Finance.

The role requires a Bachelor’s degree and 3–5 years in investor services.

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