Garden City, United States

Investor Services Associate - JGM

Full-time / part-time
Client Services
825 East Gate Boulevard
Garden City
United States

Job description

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.


  • Possess a Bachelor’s degree preferably in Business.
  • Strong work ethic.
  • Eagerness to gain technical experience and take on challenging responsibilities. 
  • Ability to manage and prioritize multiple simultaneous projects.
  • Ability to work and focus in a fast-paced, results based, and quality service environment.
  • Contributes to team effort and maintains individual work.
  • Excellent written, verbal, and communication skills are essential.
  • Experience dealing directly with clients preferred but not required.
  • Attention to detail.
  • Possess a working knowledge of Microsoft Word, Excel.
  • Ability to catch-on quickly to new computer software/programs.

Additional information

All your information will be kept confidential according to EEO guidelines.

Company description

JGM Fund Services is a professional services firm which exclusively services the private equity and hedge fund industry. We provide fund administration, accounting, tax, and advisory services to private equity/hedge fund managers and their institutional investors. 

Apply now

To apply, please enter your details into the below form. If you experience any issues with this form, please click here to apply via our provider SmartRecruiters directly.

Allowed document formats are PDF, Word, RTF, JPG or PNG. Maximum file size 2MB.
Are you legally authorized to work in the United States?
Will you now, or in the future, require sponsorship for employment via visa status (e.g. H-1B visa status)?

If you haven't uploaded a CV, please detail your experience and education.