Atlantic Group
This range is provided by Atlantic Group. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.
Base pay range
$70,000.00/yr - $85,000.00/yr Additional compensation types
Annual Bonus Senior Associate Investor & Product Services
Location:
Stamford, Connecticut A growing investment management firm is seeking a Senior Associate to join its Investor & Product Services team. This individual will work closely with senior leadership to support investor servicing, operational oversight, and process management across a range of investment vehicles, including alternative funds and open-end mutual funds. Key Responsibilities
Serve as a point of contact for investors, advisors, and internal teams, providing timely and professional responses to inquiries via phone and email Oversee the work of multiple third-party transfer agents, ensuring accuracy and service quality Coordinate with broker-dealer and custodian partners to facilitate account servicing needs Manage daily shareholder activity processes and compliance-related reporting Conduct annual reviews of investor tax documentation Maintain and update investor forms, applications, and related materials Prepare and distribute periodic tender offer documentation for alternative investment products Monitor and track subscription and redemption activity for alternative strategies Review and reconcile periodic account statements Qualifications
13 years of professional experience in financial services, preferably with exposure to investor servicing or fund operations Strong analytical skills, attention to detail, and ability to communicate effectively both verbally and in writing Highly organized, with proven ability to manage multiple priorities in a fast-paced environment Proactive and self-motivated, with a collaborative approach to problem-solving Discreet and professional, with the ability to handle confidential information appropriately Proficiency in Microsoft Excel and familiarity with other Microsoft Office applications; willingness to learn additional systems and tools Seniority level
Entry level Employment type
Full-time Job function
Marketing Industries
Venture Capital and Private Equity Principals and Financial Services
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$70,000.00/yr - $85,000.00/yr Additional compensation types
Annual Bonus Senior Associate Investor & Product Services
Location:
Stamford, Connecticut A growing investment management firm is seeking a Senior Associate to join its Investor & Product Services team. This individual will work closely with senior leadership to support investor servicing, operational oversight, and process management across a range of investment vehicles, including alternative funds and open-end mutual funds. Key Responsibilities
Serve as a point of contact for investors, advisors, and internal teams, providing timely and professional responses to inquiries via phone and email Oversee the work of multiple third-party transfer agents, ensuring accuracy and service quality Coordinate with broker-dealer and custodian partners to facilitate account servicing needs Manage daily shareholder activity processes and compliance-related reporting Conduct annual reviews of investor tax documentation Maintain and update investor forms, applications, and related materials Prepare and distribute periodic tender offer documentation for alternative investment products Monitor and track subscription and redemption activity for alternative strategies Review and reconcile periodic account statements Qualifications
13 years of professional experience in financial services, preferably with exposure to investor servicing or fund operations Strong analytical skills, attention to detail, and ability to communicate effectively both verbally and in writing Highly organized, with proven ability to manage multiple priorities in a fast-paced environment Proactive and self-motivated, with a collaborative approach to problem-solving Discreet and professional, with the ability to handle confidential information appropriately Proficiency in Microsoft Excel and familiarity with other Microsoft Office applications; willingness to learn additional systems and tools Seniority level
Entry level Employment type
Full-time Job function
Marketing Industries
Venture Capital and Private Equity Principals and Financial Services
#J-18808-Ljbffr