Senior Investor Services Specialist (Remote)

Stone Coast Fund Services; Portland (ME); Hybrid; USD 70,000 - 105,000; Full time

Benefits offered by this job

Health & dental coverage

Vision plans

Life insurance & AD&D

Disability coverage

Job summary

Stone Coast Fund Services, based in Portland, Maine, is seeking a Senior Investor Services Representative to manage investor transactions, review documentation, and ensure accurate data in the accounting system. The role requires interpreting fund documents and applying applicable laws and regulations with a client-focused approach.

You will mentor colleagues, respond to client requests, and collaborate with cross-departmental teams to deliver high-quality service while supporting ongoing

Qualifications

• Three or more years of experience in Investor Services for hedge funds.
• Superior verbal and written communication skills.
• Communicates complex concepts clearly in both verbal and written form.
• Experience reviewing legal/ governing documents and fund offering documents is a plus.

Responsibilities

• Analyze and assess transaction information to process investor subscription, transfer, and redemption requests in accordance with procedures.
• Set up and record investor and transaction information.
• Review entry, maintenance, and reporting of investor information in accounting/investor services systems.
• Mentor, train, and support team members within the group.
• Respond to client service requests and collaborate across departments for service excellence.
• Participate in team meetings, trainings, and cross-functional projects.

Skills

Investor Services

Client liaison

Regulatory knowledge

Data entry

Team mentorship

Education

Bachelor's degree

Tools

Investor accounting system

Regulatory databases

Job description

Stone Coast Fund Services, based in Portland, Maine, is seeking a Senior Investor Services Representative to manage investor transactions, review documentation, and ensure accurate data in the accounting system. The role requires interpreting fund documents and applying applicable laws and regulations with a client-focused approach.

You will mentor colleagues, respond to client requests, and collaborate with cross-departmental teams to deliver high-quality service while supporting ongoing