Investor Services - Senior Analyst

Petra Funds Group; New York (NY); Hybrid; USD 82.000 - 123.000; Vollzeit

Benefits dieser Stelle

Health insurance

HSA contributions

401(k) match

Flexible PTO

Holidays

Hybrid work environment

Zusammenfassung

Petra Funds Group is a premier fund administration provider serving private equity and debt funds. The Investor Services Analyst will manage client and investor requests with accuracy and timeliness, leveraging CRM systems and investor portals.

Responsibilities include handling investor inquiries, posting documents, and supporting onboarding of new investors, with opportunities to implement process improvements using AI and automation tools.

Qualifikationen

• Experience in Private Equity, Investment Banking or similar (min 2 years).
• Strong organizational skills for mailbox management and task tracking.
• Attention to detail for audit confirmations and account updates.
• Excellent communication for investor servicing and escalation as needed.
• Proficiency with Microsoft Office Suite for emails and templates.

Aufgaben

• Serve as the primary contact for investor inquiries via a dedicated inbox with accurate, timely responses.
• Ensure timely posting of investor documents to the investor portal, maintaining confidentiality and regulatory compliance.
• Manage CRM (Salesforce) and investor portal (eFront) to track investor activity and keep data up to date.
• Assist in processing capital calls, distributions, and other transactions with accuracy and timelines.
• Support onboarding of new investors and evolution of servicing processes.
• Collaborate with treasury, fund accounting, data and reporting, and other Vista teams to ensure a seamless investor experience.
• Create process improvements using AI and automation tools to reduce manual workflows and improve accuracy, speed, and consistency.

Kenntnisse

Attention to detail

Organization

Communication

Independent work

Time management

Tools

Salesforce

eFront

Claude

Power Automate

Smartsheet MCP

Jobbeschreibung

Petra Funds Group is a single-source provider for fund administration and infrastructure needs for private equity and debt funds. At Petra, we enable fund managers to focus on the tasks that add the most value to their businesses and leave the rest to us.

Petra is made up of highly experienced professionals across the US and Europe. In a business where accuracy and timeliness are paramount, having a deep bench who've spent years working with asset managers is what differentiates us.

Our foundation is built on trust, experience, and uncompromising accuracy. Our people are experts. We work collaboratively. We are relentless in our process and put attention to detail first.

What You Will Do:

The Investor Services Analyst will be responsible for managing client and investor requests. The ideal candidate must demonstrate strong attention to detail, organization, initiative, ability to multi-task, time management, and have experience with different CRM systems.

Responsibilities:

• Serve as the primary contact for investor inquiries through a dedicated investor servicing inbox, providing accurate and timely responses.
• Ensure timely and accurate posting of investor documents to the investor portal, maintaining confidentiality and compliance with regulatory requirements.
• Work with the team to manage the CRM (Salesforce) and investor portal (eFront) to track and monitor investor activities, as well as keep data accurate and up to date.
• Assist in the processing of capital calls, distributions, and other transactions, ensuring accuracy and adherence to timelines.
• Help ensure all investor communications and data adhere to internal policies and procedures.
• Collaborate with broader finance teams to ensure a seamless investor experience, including working with treasury, fund accounting, data and reporting, and other Vista teams.
• Support onboarding of new investors and any evolutions of investor servicing processes.
• Create process improvements using AI and automation tools such as Claude, Power Automate, and Smartsheet MCP, identifying manual, repetitive investor servicing workflows and helping design, build, test, and maintain solutions that improve accuracy, speed, and consistency.

Qualifications:

• At least 2 years of experience in Private Equity, Investment Banking or similar.
• Organization Skills: Highly organized to manage mailbox assignments, track tasks, and ensure timely resolution of issues.
• Attention to Detail:Crucial for tasks like audit confirmations and account updates to avoid errors and ensure accuracy.
• Communication:Strong communication skills for following up with the team, escalating issues to managers, and supporting investor servicing.
• Technical Proficiency:Proficiency in Microsoft Office Suite for handling various tasks, including email management and template completion.
• Ability to Work Independently:Capable of working independently to manage tasks effectively without constant supervision.

Salary Range

At Petra Funds Group, we are committed to transparency and equity in our hiring practices. The compensation range for this position is $82,000 - $123,000 per year. This range represents the base salary only. Actual pay will depend on factors such as qualifications, experience, and skills.

How We Care

We believe people do their best work when they feel supported — personally and professionally. That’s why we offer a comprehensive benefits package that reflects our commitment to your well-being. Our perks include:

• 90% covered medical, dental, and vision insurance premiums to help you stay healthy without financial strain.
• Fully funded Health Savings Account (HSA) employer contributions up to the IRS maximum — available to employees enrolled in our high-deductible health plan. *
• 401(k) employer match at 100% of your contributions up to 5% of compensation, with immediate vesting, so you start building long-term savings right away.
• Flexible paid time off to recharge, travel, or take care of what matters most.
• Generous holiday calendar to ensure you have time to rest, reflect, and celebrate throughout the year.
• Hybrid work environment t hat offers flexibility and supports work-life balance.

*Funded amount is prorated for new hires.

What We’re Proud Of

We’re proud of many milestones, but we’re especially honored by the recognition we’ve received for our workplace experience:

• Certified Great Place to Work®, based on direct feedback from our employees about trust and overall culture.
• Fortune Best Medium Workplaces™ and Best Financial Services & Insurance Workplaces™, highlighting our commitment to building an environment where people thrive.