Private Equity Investor Services Specialist

Gen II Fund Services; Boston (MA); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits package

Job summary

A global independent fund administrator seeks a Senior Investor Services Analyst in Boston, MA. This role requires meticulous attention to detail and strong time management skills in a fast-paced environment. Primary responsibilities include handling investor onboarding processes, responding to client inquiries, and preparing reports. Candidates should have experience in financial services and strong customer relationship skills. Salary ranges from $70,000 to $95,000, along with a discretionary bonus and benefits package.

Qualifications

• 2–4 years’ experience in the financial services industry.
• Private Equity or Hedge Fund Investor Services background a plus.
• Experience with investor onboarding documentation and capital distributions.

Responsibilities

• Respond to client inquiries and coordinate with teams.
• Review and process investor documentation and activities.
• Prepare investor audit confirmations and reports.

Skills

Customer service skills

Time management

Attention to detail

Communication skills

Ability to manage multiple tasks

Education

Bachelor’s degree in Business Administration or Economics

Tools

Microsoft 365

Allvue CRM

Investor Portals (Intralinks/Investment Café/Allvue/InvestorVision)

Job description

A global independent fund administrator seeks a Senior Investor Services Analyst in Boston, MA. This role requires meticulous attention to detail and strong time management skills in a fast-paced environment. Primary responsibilities include handling investor onboarding processes, responding to client inquiries, and preparing reports. Candidates should have experience in financial services and strong customer relationship skills. Salary ranges from $70,000 to $95,000, along with a discretionary bonus and benefits package.