Garden City, United States

Investor Services Associate - JGM

Full-time / part-time
Full-time
Level
Associate
Department
Client Services
Address
825 East Gate Boulevard
Garden City
11530
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.

Qualifications

  • 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. 

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