Analyst (or Junior Analyst), Investor Services

Department Overview

The Investor Communications Group supports the Firm’s capital raising efforts across various products, strengthening its relationship with investors and contributing to the overall growth of the Firm. The group is responsible for investor services and acts as the liaison between clients and senior management. The department is also responsible for investor onboarding and is the primary point of contact for investor reporting and ongoing account maintenance. The group collaborates closely with department leadership, business unit heads and the Business Development and Marketing Groups to develop and execute plans in line with business objectives.

Position Responsibilities

The Analyst (or Junior Analyst) will join the Firm's growing Investor Communications (“IC”) Department which serves as a key point of contact to the Firm’s investor base. This role requires a motivated individual with a proactive approach to working with other team members and departments, ability to manage tight reporting deadlines and strong attention to detail.

The Analyst (or Junior Analyst) responsibilities will include but not be limited to:

− Processing new investor subscriptions and transfers of interest including the coordination of

communication between internal teams and high net worth individuals / wealth managers

− Relationship manager for assigned wealth manager operational contacts

− Responding to client inquiries and interacting with external third parties

− Liaising with internal departments including Fund Accounting, Tax, Compliance, Operations,

Treasury and the Investor Partners Group

− Corresponding daily with internal teams on day-to-day and ad-hoc activity

− Facilitate collaboration with our Technology Solutions Team to drive system enhancement

initiatives

− Engage closely with third-party onboarding vendors and transfer agents to effectively

navigate and optimize their processes

− Ad-hoc Investor Communications projects

Candidate Requirements

Qualifications & Experience:

− Bachelor’s degree

− 1+ years of relevant work experience

− Proficient in MS Office products, specifically Word and Excel

− Technical skills and financial background a strong plus

− Knowledge of Microsoft Dynamics CRM a plus

− Relationship and project management experience preferred

− Excellent organizational and prioritization skills

− Meticulous attention to detail and accuracy

− Demonstrated ability to meet deliverables, learn quickly and independently and improve

processes

− Demonstrated ability to work well both independently and as part of a team

− Abide by our work-in-office policy then in effect