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Investor Assistant Jobs (NOW HIRING)

inlandgroup

Investor Services Associate

Oak Brook, IL · On-site

Maintain accurate investor records across internal systems, documentation, investor portals, and third-party platforms. * Assist with ownership updates, account maintenance, investor documentation ...

Galaxy

Analyst, Investor Relations

New York, NY

Support the execution of Galaxy's investor relations program and strategic initiatives alongside the Head of Investor Relations. * Assist in preparing quarterly earnings materials, including investor ...

Contrarian Thinking

Investor Relations

Austin, TX

We invest in the real economy: the businesses that keep the lights on, move the freight, defend our ... We assist in the full cycle of acquiring and scaling businesses through our two cohorts: the ...

Rockbridge

Investor Relations Specialist

Columbus, OH · On-site

Work with Capital Markets Executive Assistant to organize and maintain investor records in CRM and follow up with team to ensure database is regularly updated. * Provide back-up support to Capital ...

New

Contrarian Thinking

Investor Relations

Austin, TX · On-site

We invest in the real economy: the businesses that keep the lights on, move the freight, defend our ... We assist in the full cycle of acquiring and scaling businesses through our two cohorts: the ...

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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.
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Investor Assistant jobs near you

Investor Services Supervisor

The Rockridge Group

New York, NY

Full-time

Re-posted 11 days ago

Job description

Title: Investor Services Supervisor
LOCATION: Dallas or NYC

JOB DESCRIPTION:

An Investor Services Supervisor will be required to execute the following tasks in the Investor Services Department. They shall be executed within the guidelines and procedures provided by Client X and under the supervision and guidance of a manager and Director. Every Investor Services Supervisor will receive the requisite Induction Training in addition to both compulsory training (AML/KYC) and optional training. Additional client-specific training is provided by the manager and Director within the team.

RESPONSIBILITIES:

Client X operates a client focused structure which provides a wide range of experience to all levels of
employee. As such the successful candidate should be flexible and willing to adapt.
  • Ensure investor transaction instructions contain requisite information and advise Investor Services Administrator when follow-up is required. Liaise with investors to obtain fully executed transaction instructions.
  • Advise and assist Investor Services Administrator to ensure subscription proceeds are provided timely.
  • Review AML/KYC documentation provided by investors and follow-up where necessary. Escalate to Manager and MLRO where required.
  • Review Investor Transactions on HedgeInvestor® (HedgeServ proprietary Investor Services System).
  • Ensure reconciliation of the subscription/redemption bank account daily and take appropriate action to clear any items. Escalate any aged items to manager.
  • Preparation of Redemption Payment Schedules.
  • Review of wire transfers to Prime Brokers, Investors and fees payments. Investor Reporting – review investor reports, including but not limited to Investor Statements and Contract Notes for distribution to investors.
  • Client Reporting – review client reports, including but not limited to, Capital Activity Report, ERISA Report, Authorized Share Capital Reports for distribution to clients.
  • General Investor Services – assist Investor Services Administrator in fielding general requests from investors including, but not limited to, requests for duplicate investors statements, enquiries on previous transaction activities, performance requests whilst at all times ensuring that all communication is with authorized person.
  • Review distribution of Fund Performance in line with client requirements prior to distribution to investors.
  • Handling complex calls from investors.
  • Identify areas for improvement in processes, personnel and structure and discuss with Investor Services Manager and Director.
  • Establish effective working relationships with the NAV, QA, Compliance Departments within Client X
  • Preparation of Fund Audit requirements
  • Review of Investor Audit requests prior to distribution to investor/auditors.
Investor Services Supervisor should be capable of supervising up to 4 Investor Services Administrators.

WORK EXPERIENCE:

Minimum of 3 years’ experience working in a Hedge Fund Administration Firm with experience in all aspects of the role of an Investor Services Administrator. Alternative experience may be considered.

EDUCATION:

  • Accounting, Finance, Legal or Business Degree. Min. 3.0 GPA