Investor Services Associate - Hybrid Training

Stone Coast Fund Services; Portland (ME); Hybrid; USD 54,000 - 56,000; Full time

Benefits offered by this job

Health coverage

Dental & Vision

Life insurance

Disability insurance

401(k) match

Student loan repayment

HSA/FSAs

PTO & holidays

Employee referral

Commuter benefits

Critical illness coverage

Community volunteering

Job summary

Stone Coast Fund Services, based in Portland, Maine, seeks motivated candidates to serve as the primary investor contact, delivering timely information and exceptional service to high-net-worth individuals, institutions, and hedge fund managers.

You will build strong client relationships while gaining knowledge of fund structures, investor transactions, and industry regulations, with exposure to legal documents, fund offerings, and subscription agreements.

Qualifications

• Must have strong verbal and written communication skills.
• Focus on providing a high level of client service.
• Able to learn new systems and technologies quickly.
• Thrives in fast-paced, evolving environments.

Responsibilities

• Serve as the primary point of contact for investors and deliver timely information and exceptional service.
• Build and maintain strong client relationships with high-net-worth individuals, institutions, and hedge fund managers.
• Develop knowledge of fund structures, investor transactions, and industry regulations.
• Gain exposure to legal and entity formation documents, fund offering materials, and subscription agreements.

Skills

Communication skills

Client service focus

Fast learner

Adaptable

Team oriented

Education

Bachelor's degree

Job description

Stone Coast Fund Services, based in Portland, Maine, seeks motivated candidates to serve as the primary investor contact, delivering timely information and exceptional service to high-net-worth individuals, institutions, and hedge fund managers.

You will build strong client relationships while gaining knowledge of fund structures, investor transactions, and industry regulations, with exposure to legal documents, fund offerings, and subscription agreements.