Senior Investor Services Analyst

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 . Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

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

This Jobot Job is hosted by: Brad Trombly
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $70,000 - $95,000 per year

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

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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