Maintain and organize the investor portal, including reports, distributions, and correspondenceManage investor inquiries, document requests, and ongoing communicationsConduct regular audits of the investor database to verify contact, wire, tax, and commitment informationCoordinate annual mass investor mailings and customized mail merges (digital and physical)Track and manage communications for new funds and investorsSupport the planning and coordination of the annual investor conference, serving as the primary point of contact for presentation preparationOversee distribution of quarterly and annual reports, capital account statements, capital calls, and investor noticesCoordinate annual investor tax distributions, including 1099s, K?1s, and demand letters. Bachelor’s degree requiredMinimum of 3+ years supporting senior-level or C?suite executivesBackground in finance or legal environments strongly preferredHighly organized with exceptional attention to detailStrong written and verbal communication skillsAdvanced professionalism and discretion when handling confidential mattersProactive, solutions-oriented mindset with a desire to improve processes and efficiencyProficiency in Microsoft Office (Excel, PowerPoint, Word); comfort with databases and portals a plus.