Associate Director of Investor Services
3 days ago
About the Role
This Client Due Diligence & Investor Services Associate role is ideal for a detail-oriented professional with a strong interest in joining an investment manager.
Key ResponsibilitiesThe ideal candidate will have a strong understanding of fund structures and investment strategies, as well as excellent analytical and organizational skills.
- Prepare and manage Due Diligence Questionnaires (DDQs), RFPs, and investor requests to ensure timely and accurate responses.
- Develop a strong understanding of fund structures and investment strategies to support client inquiries.
- Collaborate with internal teams across finance, operations, and compliance to streamline reporting and investor communications.
- Maintain and enhance client reporting workflows, ensuring consistency and quality across investor deliverables.
- Oversee fund data sites and external databases, keeping materials updated and accessible for key stakeholders.
To be considered for this role, you must have:
- 2-3 years of experience in investment banking, fund administration, transaction services, or capital markets.
- Strong analytical and organizational skills, with the ability to manage multiple priorities.
- Excellent written and verbal communication skills, with a structured and detail-oriented approach.
- Proficiency in Microsoft Word, Excel, and PowerPoint.
- Interest in alternative investments and financial markets.
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