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Investor Services Associate Jobs in Virginia (NOW HIRING)

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Reston, VA · On-site

$62K - $75K/yr

We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Fairfax, VA · On-site

$62K - $75K/yr

We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our ...

MV Financial Group, MV Capital Management Inc.

Be Seen First

Client Services Associate

Fairfax, VA · On-site

$62K - $75K/yr

We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our ...

MV Financial Group, MV Capital Management Inc.

Be Seen First

Client Services Associate

Alexandria, VA · On-site

$62K - $75K/yr

We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our ...

MV Financial Group, MV Capital Management Inc.

Be Seen First

Client Services Associate

Reston, VA · On-site

$62K - $75K/yr

We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our ...

LHH US

Client Investment Associate

Richmond, VA

$60K - $80K/yr

LHH Recruitment Solutions is searching for an Investment Associate, for a permanent position, on ... Manage client account transactions, money movement requests, and general service needs * Maintain ...

LHH US

Client Investment Associate

Richmond, VA · On-site

$60K - $80K/yr

LHH Recruitment Solutions is searching for an Investment Associate, for a permanent position, on ... Manage client account transactions, money movement requests, and general service needs * Maintain ...

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Investor Services Associate information

What are some common challenges investor services associates face when managing client inquiries and transactions?

Investor Services Associates often juggle a high volume of client inquiries, ranging from account updates to complex transaction requests. One challenge is ensuring accuracy and compliance while handling sensitive financial data under tight deadlines. The role also requires clear and professional communication with clients and coordination with internal teams such as fund managers and compliance officers to resolve issues efficiently. Staying organized and adaptable is key to maintaining client satisfaction and meeting service-level agreements.

What is an investor services associate?

Investor Services Associates are professionals who act as the primary point of contact between investment firms and their clients, such as individual investors or institutional clients. They handle account inquiries, process transactions, resolve issues, and provide information about investment products and services. Their role is crucial in ensuring a positive client experience, maintaining accurate records, and supporting the operational needs of the investment firm. Investor Services Associates often work in mutual fund companies, private equity firms, or other financial institutions.

What is the difference between Investor Services Associate vs Client Services Associate?

AspectInvestor Services AssociateClient Services Associate
Required CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like FINRA Series 7 or 63 are commonSimilar educational background; may also hold certifications like Series 7 or 63 depending on industry
Work EnvironmentFinancial institutions, asset management firms, brokerage firmsBanking, financial services, investment firms
Employer & Industry UsageUsed in investment management, brokerage, and financial servicesCommon in banking, wealth management, and financial advisory firms

The main difference is that Investor Services Associates focus specifically on supporting investors with their accounts, transactions, and inquiries related to investments. Client Services Associates have a broader role in managing client relationships across various banking or financial products. Both roles require similar credentials and work in related environments, but their focus areas differ slightly based on client type and service scope.

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

To thrive as an Investor Services Associate, you need a solid understanding of financial markets, investment products, and client account management, often supported by a degree in finance or business. Familiarity with portfolio management systems, CRM software, and industry regulations such as SEC or FINRA guidelines is typically required. Strong attention to detail, communication skills, and problem-solving abilities help build trust and efficiently resolve client inquiries. These skills ensure accurate processing, regulatory compliance, and exceptional service to clients, which are crucial in maintaining firm reputation and client relationships.
What are the most commonly searched types of Investor Services jobs in Virginia? The most popular types of Investor Services jobs in Virginia are:
What are popular job titles related to Investor Services Associate jobs in Virginia? For Investor Services Associate jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Investor Services Associate jobs in Virginia look for? The top searched job categories for Investor Services Associate jobs in Virginia are:
What cities in Virginia are hiring for Investor Services Associate jobs? Cities in Virginia with the most Investor Services Associate job openings:
Investor Services Associate jobs near you
Infographic showing various Investor Services Associate job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Investor Relation Services Associate

Harbor Group Management

Norfolk, VA • On-site

$90K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago

Job description

Harbor Group International (HGI) is a leading global private equity real estate investment manager, with $21 billion in assets under management. HGI's vertically integrated platform offers a broad range of both direct real estate and credit strategies across the risk/return spectrum.
Associate, Investor Relation Services
Job Title: Associate, Investor Relation Services
Location: On-Site, Norfolk Corporate Office
Job Summary
The Associate, Investor Relations Services, is a member of the Investor Relations Services team and supports the administration of investor relationships throughout the lifecycle of their investments across Harbor Group International entities and funds. This role works cross functionally with Business Development, Accounting, Legal, and Compliance, and will directly impact a rapidly growing organization.
Responsibilities:
Investor Communication and Support
  • Own the release of investor communications through the CRM, including capital calls, distribution letters, tax information, marketing materials, and fundraising efforts, ensuring accuracy and timely delivery across the investor base.
  • Serve as a primary point of contact for allocated new and existing investors
  • Partner with Investor Relations and Business Development colleagues, providing information, materials, and subject matter support to advance broader fundraising and relationship management efforts.
  • Oversee and manage investor investor assignment requests
  • Oversee investor distribution payment resolution

Investor Portal and CRM Administration
  • Oversee activation of new investor and prospect accounts in the CRM
  • Manage the full document lifecycle within the portal, including uploading and organizing reports, forms, and tax documents in line with investor and compliance requirements.
  • Proactively identify investor data discrepancies and errors, drive root cause analysis, and coordinate or implement corrective actions across teams.
  • Own the integrity of investor information within the CRM database, ensuring accurate, timely updates to investor accounts, contact records, and payee records, and recommending process improvements as gaps are identified.
  • Provide support to investor CRM users, resolving technical issues and escalating complex cases
  • Serve as a primary liaison between HGI and the third-party CRM provider, driving enhancement requests, coordinating technical support needs, and communicate priorities in platform discussions.

Capital Calls, Tracking, and Compliance
  • Lead administration of investor fundraising end to end, overseeing investment commitment amounts and maintaining deal tracking spreadsheets to support accurate, real-time reporting to leadership.
  • Manage the full compliance lifecycle for investor documents, including review, distribution, follow-up, and tracking, to comply with applicable regulatory requirements.
  • Oversee new investor record setup and ongoing database maintenance, ensuring data accuracy and consistency to support downstream reporting and decision making.
  • Manage the capital call process from issuance through collection, including sending capital calls, driving follow-up efforts, and tracking payments due and received across investors.
  • Drive resolution of past due payments and outstanding subscription materials, coordinating directly with investors and escalating to leadership as needed
  • Prepare and own Outstanding Documents, Corrections, and Payments reporting, deliver accurate, timely reports on past due investors to support compliance and leadership visibility.

Events and Reporting
  • Support fundraising events, including event invitations, registration management, and preparation.
  • Generate custom reports on investor portfolios as requested by clients, the equity team, or the legal department.
  • Prepare bank reporting for subscription lines and submit subscription documents for review

Other
  • Other special projects and duties, as assigned.

Qualifications
  • Bachelor's degree in business, Finance, or a related field preferred, or equivalent experience.
  • Three to five years of experience assisting and interacting in business development, investment, legal services, or similar environment.
  • Former experience with a CRM platform or investor portal system is required.
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook) and Adobe, with strong Excel skills.
  • Excellent verbal and written communication skills
  • Detail-oriented and highly organized, comfortable working with senior executives and high net worth individuals by phone, email, and in person
  • Strong organizational skills with the ability to prioritize competing deadlines and adapt quickly in a fast paced, dynamic environment
  • Able to work independently and cross departmentally, managing many concurrent projects and meeting critical deadlines.
  • Experience working with institutional investors is a plus.
  • Claude and other AI use a plus
  • Some travel required

#LI-TB1
WHAT WE OFFER:
  • Competitive Salaries & Bonuses
  • Medical, Dental & Vision Plans
  • 401(k) Plan with Employer Matching Contributions
  • Paid Time Off (PTO) & 10+ Paid Holidays
  • Paid Parental Leave
  • Paid Birthday Off (Multifamily)
  • Flexible Spending Accounts
  • Company-Paid Long-Term Disability
  • Company-Paid Life Insurance
  • Short-Term Disability
  • Health Savings Account with Employer Contributions
  • Pre-Tax Commuter Benefit (Corporate)
  • Wellness Perks
  • FinFit Financial Wellness Program
  • Legal Resources
  • Employee Apartment Discount
  • Employee Referral Program
  • Employee Assistance Program
  • Tuition Reimbursement
  • Insta Pay Eligible
  • Volunteer & Community Service Opportunities
  • Employee Recognition & Awards

Benefit eligibility will be determined at the time of hire. Eligibility for certain benefits may vary based on position, location, hours worked, and other qualifying criteria.
Veteran Friendly
This pre-employment application will be given every consideration, but its receipt does not imply that the applicant will be employed. Each question should be answered in a complete and accurate manner as no action can be taken on this application until all questions have been answered.
Harbor Group Management is proudly an Equal Opportunity Employer EOE/M/F/D/V. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

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