Senior Investor Services Analyst

Australia-Employment; San Francisco (CA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Hybrid schedule

Competitive salary

Discretionary bonus

Comprehensive benefits

Career growth opportunities

Exposure to premier sponsors

Job summary

Jobot in San Francisco, CA is seeking a Senior Investor Services Analyst to support investor operations, onboarding, reporting, and client service activities. You will work closely with leading investment sponsors and maintain high-quality deliverables in a fast-paced environment.

The role emphasizes mentorship of junior staff, adherence to service levels, and ongoing collaboration with client service teams to enhance the investor experience.

Qualifications

• Strong attention to detail and organizational skills.
• Experience supporting investor operations and client service.

Responsibilities

• Serve as a key contact for investor inquiries with timely responses.
• Review and process onboarding documents including AML, tax, and compliance records.
• Process investor changes and maintain investor records across systems.
• Prepare monthly, quarterly, annual, and ad hoc investor reporting packages.
• Coordinate investor audit confirmations and recurring deliverables.
• Train and mentor junior team members; provide first-level review support.
• Collaborate with client service teams to ensure exceptional investor experiences.

Job description

Senior Investor Services Analyst

$70000 - $95000 per year | San Francisco, CA | On-site | Permanent

Join a fast-growing private capital services organization where you'll work directly with leading investment sponsors, gain exposure to complex investor operations, mentor junior team members, and build a long-term career with competitive compensation and

A bit about us:

A leading private capital services organization is seeking a Senior Investor Services Analyst to support investor operations, onboarding, reporting, fund communications, and client service activities. This position plays a critical role in delivering a best-in-class investor experience while ensuring operational excellence, accuracy, and adherence to service level commitments. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced, deadline-driven environment.

Why join us?

• Competitive salary of $70,000 - $95,000 annually
• Discretionary performance bonus
• Comprehensive benefits package
• Hybrid work schedule (2 days in office, 3 days remote)
• Opportunity to work with premier private equity sponsors and investors
• Career growth and advancement opportunities
• Exposure to complex private capital fund operations
• Training and professional development opportunities
• Collaborative and experienced team environment
• Work with one of the industry's largest private capital administration platforms

Job Details

• Serve as a key point of contact for investor and client inquiries, providing timely and professional responses
• Review and process investor onboarding documentation, including subscription, tax, AML, and compliance records
• Process investor changes including transfers, name changes, contact updates, and wire instruction modifications
• Maintain investor records across multiple internal and external systems
• Prepare and review monthly, quarterly, annual, and ad hoc investor reporting packages
• Prepare and review capital activity notices and investor communications
• Coordinate investor audit confirmations and recurring deliverables
• Distribute capital call notices, distribution notices, partner capital statements, and sponsor communications through investor portal platforms
• Track incoming capital call payments and prepare investor distribution payments
• Review deliverables for quality, completeness, and accuracy
• Train and mentor junior team members while providing first-level review support
• Collaborate with client service teams to ensure exceptional client and investor experiences
• Ensure all deliverables are completed in accordance with service level agreements
• Follow established policies, procedures, and best practices
• Support special projects and process improvement initiatives
• Operate effectively within a high-volume, deadline-driven environment

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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