Investor Services Administrator

Added
9 days ago
Type
Full time
Salary
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Related skills

kyc private equity aml fund administration dynamo

📋 Description

  • Support investor onboarding activities, including the collection, review and maintenance of KYC and
  • Process investor capital activity accurately in accordance with fund offering documents and
  • Administer investor portals, managing user access, permissions and account setup to ensure a
  • Coordinate the timely distribution of investor communications, including capital call notices
  • Support treasury-related activities, including expense payments, distribution funding and related
  • Maintain accurate investor records and data across multiple systems, ensuring information remains

🎯 Requirements

  • Bachelor's degree in Business Administration, Accounting, Finance or a related discipline.
  • Experience within private equity, alternative investments, fund administration, investor services
  • Experience using investor servicing, CRM, fund administration, or compliance platforms such as
  • Strong proficiency in Microsoft Office applications, particularly Microsoft Excel.
  • Strong attention to detail with the ability to manage multiple priorities and consistently meet
  • Client-focused mindset and the ability to build trusted relationships.

🎁 Benefits

  • Culture of support and recognition
  • Opportunities to grow
  • Equal opportunity employer
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