Russell Tobin
Overview
Our client is hiring an Investor Services Associate to support institutional and private wealth clients through operational due diligence and client service within the Investor Relations team. The role involves coordinating responses to investor requests, maintaining investor-facing materials, managing CRM documentation, assisting with meetings, and collaborating with cross-functional teams such as Legal, Compliance, Fund Administration, and Trading Services. Responsibilities
Coordinate responses to investor requests Maintain investor-facing materials Manage CRM documentation Assist with meetings Collaborate with cross-functional teams (Legal, Compliance, Fund Administration, Trading Services) Qualifications
3–10 years of alternative investment experience, ideally at a hedge fund Knowledge of fund operations and due diligence requirements Strong communication, organizational, and project management skills Proficiency in Microsoft Office and CRM systems Bachelor’s degree required; Series 3 must be obtained post-hire Compensation
$120,000.00/yr - $165,000.00/yr Seniority level
Associate Employment type
Full-time Job function
Finance Locations
Greenwich, CT Stamford, CT Westport, CT
#J-18808-Ljbffr
Our client is hiring an Investor Services Associate to support institutional and private wealth clients through operational due diligence and client service within the Investor Relations team. The role involves coordinating responses to investor requests, maintaining investor-facing materials, managing CRM documentation, assisting with meetings, and collaborating with cross-functional teams such as Legal, Compliance, Fund Administration, and Trading Services. Responsibilities
Coordinate responses to investor requests Maintain investor-facing materials Manage CRM documentation Assist with meetings Collaborate with cross-functional teams (Legal, Compliance, Fund Administration, Trading Services) Qualifications
3–10 years of alternative investment experience, ideally at a hedge fund Knowledge of fund operations and due diligence requirements Strong communication, organizational, and project management skills Proficiency in Microsoft Office and CRM systems Bachelor’s degree required; Series 3 must be obtained post-hire Compensation
$120,000.00/yr - $165,000.00/yr Seniority level
Associate Employment type
Full-time Job function
Finance Locations
Greenwich, CT Stamford, CT Westport, CT
#J-18808-Ljbffr