Investor Services Representative I - June 2027

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

Who We're Looking For

We’re interested in motivated, intellectually curious candidates who enjoy collaboration, care about doing great work, and are committed to serving clients well. Our success depends on the strength of our team, and we look for people who are thoughtful, ethical, and easy to work with.

Hybrid Work Flexibility

This position offers hybrid work flexibility following an initial in-office training period, allowing for both time in the office and the ability to work from home. To support onboarding and training, new hires work in the office five days per week for their first six months before transitioning to a hybrid schedule with a minimum of two in-office days per week.

The Position

During your initial three to six months at Stone Coast, you’ll be supported by a dedicated training team. This team will train and prepare you to be responsible for serving as the primary point of contact for investors, delivering timely information and exceptional service to high-net-worth individuals, institutions, and hedge fund managers. You’ll build strong client relationships while gaining knowledge of fund structures, investor transactions, and industry regulations. This role also offers exposure to legal and entity formation documents, fund offering materials, and subscription agreements.

Qualifications

• Professional communicators with strong verbal and written skills
• Focused on providing a high level of client service
• Quick learners, especially with new systems and technology
• Adaptable and thrive in fast-paced, evolving environments
• Detail-oriented, organized, and conscientious
• Team-oriented and enjoy building positive relationships with colleagues and clients

Education Requirements

A four-year college degree is required.

Application Requirements

Please submit an updated resume with your application. If you are a current student or recent graduate, include your unofficial transcripts. Cover letters are appreciated but optional.

Compensation

• The expected salary range for this role is $54,000 – $56,000.
• The actual salary will be determined based on a variety of factors, including relevant experience, skills, education, specific responsibilities and assignments, and internal equity considerations.
• This position is also eligible for a discretionary bonus based on individual and company performance.

Benefits & Perks

• Health & coverage: medical (including HSA options), dental, and vision plans
• Financial protection: company-paid life insurance and AD&D, with additional voluntary coverage options including short- and long-term disability
• Retirement & financial support:
  • 401(k) with employer match and immediate vesting
  • Student loan repayment support
• Tax-advantaged accounts: HSA and flexible spending accounts (medical and dependent care)
• Time off & flexibility: paid time off and holidays aligned with the NYSE market calendar
• Additional programs: EAP, commuter benefits with employer contribution, employee referral program, and optional insurance coverage (critical illness, accident, hospital)
• Community engagement: dedicated paid time to support causes and organizations meaningful to you

About Us

Founded in Portland, Maine, Stone Coast focuses on one thing and doing it extraordinarily well: delivering institutional-grade administration for U.S. and offshore private funds. From a single office and with a team of more than 200 professionals, we maintain the closest ties between ownership, clients, and staff to ensure exceptional service and lasting partnerships.

At Stone Coast, our strong growth, high retention rate, and vibrant company culture reflect our commitment to investing in our team and our community. We’re dedicated to supporting your career growth and training you for success.

For more information, visit our website at www.stone-coast.com or our LinkedIn page for recent events and announcements.

Inclusion and Equal Opportunity Statement

Stone Coast is committed to fostering an inclusive environment and offering equal employment opportunities to all, regardless of race, religion, ethnicity, national origin, gender, sexual orientation, gender identity, disability, age, veteran status, or any other characteristic protected under applicable laws.