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Investor Assistant Jobs in Oregon (NOW HIRING)

QUANTUM RESIDENTIAL

Assistant Manager

Eugene, OR

$22 - $24/hr

Affordable (if applicable) * Assist Manager with complying in a timely manner to all regulatory agencies and investors. * Assist with administrative and building operations are in compliance with the ...

QUANTUM RESIDENTIAL INC

Assistant Manager

Portland, OR · On-site

$26 - $28/hr

Affordable (if applicable) * Assist Manager with complying in a timely manner to all regulatory agencies and investors. * Assist with administrative and building operations are in compliance with the ...

QUANTUM RESIDENTIAL INC

Assistant Manager

Eugene, OR · On-site

$22 - $24/hr

Affordable (if applicable) * Assist Manager with complying in a timely manner to all regulatory agencies and investors. * Assist with administrative and building operations are in compliance with the ...

QUANTUM RESIDENTIAL

Assistant Manager

Eugene, OR · On-site

$22 - $24/hr

Affordable (if applicable) * Assist Manager with complying in a timely manner to all regulatory agencies and investors. * Assist with administrative and building operations are in compliance with the ...

QUANTUM RESIDENTIAL

Assistant Manager

Portland, OR · On-site

$26 - $28/hr

Affordable (if applicable) * Assist Manager with complying in a timely manner to all regulatory agencies and investors. * Assist with administrative and building operations are in compliance with the ...

QUANTUM RESIDENTIAL

Assistant Manager

Portland, OR · On-site

$26 - $28/hr

Affordable (if applicable) * Assist Manager with complying in a timely manner to all regulatory agencies and investors. * Assist with administrative and building operations are in compliance with the ...

Fisher Investments

Be Seen First

Executive Assistant

Portland, OR · On-site

$85K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Executive Assistant provides comprehensive support to executive leadership, ensuring smooth and ... Experience in financial services, investment management, or another professional services ...

New

Fisher Investments

Be Seen First

Executive Assistant

Portland, OR · On-site

$85K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Executive Assistant provides comprehensive support to executive leadership, ensuring smooth and ... Experience in financial services, investment management, or another professional services ...

New

PNC Bank

Investor Reporting Associate Sr. - Tax Credit

Portland, OR

$86K - $107K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As an Investment Reporting Associate Sr. within PNC's Multi-Family Capital organization, you will ... Identify and correct data inconsistencies. Assist with tech initiatives, including the buildout and ...

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Showing results 1-20

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Investor Assistant information

What does an investor assistant do?

As an Investor Assistant, your daily tasks often include managing schedules, preparing presentations, coordinating meetings with clients or internal teams, and maintaining investor databases. You’ll also assist in compiling financial reports, handling correspondence, and supporting due diligence processes. This role is essential for keeping investment teams organized and efficient, as you’ll act as a central point of contact between investors, analysts, and executives. Strong attention to detail and communication skills are valuable for success in this position.

What are the key skills and qualifications needed to thrive as an investor assistant?

To thrive as an Investor Assistant, you need strong financial literacy, organizational skills, and a background in finance or business administration. Familiarity with investment management software, CRM systems, and proficiency in Excel are typically required, and relevant certifications such as a FINRA license can be advantageous. Outstanding attention to detail, discretion, and effective communication help build trust and ensure accurate handling of sensitive information. These skills are essential for supporting investment professionals, managing client relations, and maintaining the integrity of financial operations.

What is an investor assistant?

Investor Assistants are professionals who support investors, investment managers, or financial advisors by handling administrative tasks, conducting research, preparing reports, and communicating with clients. They help manage investment portfolios, track market trends, and ensure accurate documentation for transactions. Their role is essential for streamlining operations within investment firms and allowing senior staff to focus on high-level decision-making. Investor Assistants typically have strong organizational, analytical, and communication skills.
What cities in Oregon are hiring for Investor Assistant jobs? Cities in Oregon with the most Investor Assistant job openings:
Investor Assistant jobs near you

Investor Services Specialist

Standish Management

Portland, OR • Hybrid

$52K - $62K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago

Job description

Exciting opportunity for an Investor Services Specialist to join a rapidly growing fund accounting firm. The Investor Services Specialist plays a key role in client engagement, building client relationships and working with engagement teams to provide an excellent experience for our clients and their investors.

Responsibilities:

  • Respond to client and investor requests including but not limited to:
    • Granting access to the investor portal
    • Updating investor information
    • Assisting with new investor onboarding
    • Financial information questions
    • Assist with completing audit documents
  •  Assist with ad-hoc projects such as:
    • Financial and Tax reporting
    • Capital call and distribution tracking
    • Wire preparation
  • Compile and organize investor CRM information with updated and accurate client information
  • Communicate and provide information to the technology team to set up client portals
  • Run Anti-Money Laundering (AML) reports and update AML database as needed
  • Provide general administrative support to the engagement team and Onboarding team by generating reports, gathering, and providing information, updating systems and other administrative needs
  • Assist in financial reporting, tax preparation, audit preparations and other fund administration activities.
  • Engage in project management of team deadlines, client requests and other ongoing projects and tasks.
  • Responsibly secure and handle sensitive financial and personal datea
  • Maintain dialogue and build relationships with client personnel and investors (LPs)

Qualifications and Experience:

  • Bachelor's Degree required
  • Experience in a client-oriented office environment, preferably in a related industry
  • Proficiency in Microsoft Office applications, particularly Excel and Outlook
  • Detail-oriented, conscientious, and energetic self-starter with ability to think creatively
  • Demonstrated ability to work as part of a team and a willingness to take on any task, no matter how small
  • Proven ability to manage competing priorities and deadlines
  • Ability to effectively communicate to team members
  • Excellent interpersonal communication skills and ability to interact with senior personnel across the firm

Benefits Include: 

  • Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options
  • Comprehensive disability/maternity and paternity plans
  • 401K eligibility after 3 months
  • Flexible Vacation Plan
  • Sick Time Accrual Plan
  • 8-10 standard holidays along with year-end office closure
  • We provide a hybrid work environment for employees

*Compensation range: $52,000-62,000  annually. Actual compensation within that range will be dependent upon the individual's skills, experience and qualifications.

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