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Personal Investor Jobs (NOW HIRING)

Honeywell

Investor Relations Specialist

Charlotte, NC · Hybrid

As an Investor Relations Specialist here at Honeywell, you will provide essential administrative ... Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and ...

Honeywell

Investor Relations Specialist

Charlotte, NC · On-site

As an Investor Relations Specialist here at Honeywell, you will provide essential administrative ... Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and ...

Socket.dev

Investor Relations Manager

San Diego, CA · On-site

Experience working with clients who provide sensitive personal financial information. * Strong ... General knowledge of real estate investments, including underwriting, legal structures, tax ...

Life Surge

Investor Relations Director

Palmetto, FL · On-site

Investor Relations Director Employment Type: Full-Time, 40 hours/week Reports to: Vice President of ... build their personal impact in ways that glorify God. By producing 30+ annual events and ...

Honeywell

Investor Relations Specialist

Charlotte, NC · Hybrid

As an Investor Relations Specialist here at Honeywell, you will provide essential administrative ... Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and ...

Devon Energy

Director, Investor Relations

Houston, TX · On-site

... personal life and care for their families so they can focus on contributing to the fullest. The ... Leads and mentors the investor relations team and designs the company's investor communications ...

3M

Manager, Investor Relations

Maplewood, MN · On-site

Job Title Manager, Investor Relations Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it ...

TerraCycle

Associate, Investor Relations

Trenton, NJ · On-site

$50K/yr

The Investor Relations Associate is expected to deliver an exceptional, high-touch service ... personal and team growth. * Highly organized: Manage follow-ups carefully, document work ...

FHLB Des Moines

Director, Investor Relations

Houston, TX · On-site

## Director, Investor RelationsApplyremote type: Onsitelocations: Houston, TXposted on: Posted 13 Days ... personal life and care for their families so they can focus on contributing to the fullest.**The ...

FHLB Des Moines

## Director, Investor RelationsApplyremote type: Onsitelocations: Houston, TXposted on: Posted 13 Days ... personal life and care for their families so they can focus on contributing to the fullest.**The ...

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How much do personal investor jobs pay per year?

As of Sep 10, 2026, the average yearly pay for personal investor in the United States is $69,759.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,500.00 and $90,000.00 per year, depending on experience, location, and employer.

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For Personal Investor jobs, the most frequently searched job titles are:

Personal Investor jobs near you

Investor Services Specialist

Raleigh, NC • On-site

Standish Management
Investment Clubs and Venture Capital Companies • 501 - 1,000 employees
Learn more about Standish Managementexternal

Full-time

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

Exciting opportunity for a client services professional 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 data
  • 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
  • Excellent interpersonal communication skills and ability to interact with senior personnel across the firm

Apply