Our firm has excellent opportunities for a qualified Investor Services Associate who is motivated to learn the exciting world of private equity and hedge funds. Professional staff members will gain valuable experience.
- Review of subscription documents.
- Update and maintain existing and new investor detail in Customer Relationship Management System.
- Manage client portals.
- Interact with clients and investors to ensure their requests are handled thoroughly and timely.
- Learn and apply anti-money laundering skills.
- Manage ticket system for incoming investor inquiries.