Our client is an alternative investment manager managing over $15 billion assets under management. They specialize in numerous macro strategies and strive to deliver significant returns across market environments.
The team is looking for an Investor Services Associate to join its Investor Relations team. This person will support both institutional and private wealth clients, while focusing on operational due diligence and client services. In this role, there will be opportunities to work with other teams including Business Development, Marketing, Compliance, Legal, Fund Administration, Technology, and Trading Services. This position will focus on soft skills, and the client is looking for someone who can be trusted and held accountable.
Responsibilities
Completion of DDQs, custom questionnaires, follow-up queries, and supporting the company's response to investor operational due diligence reviews
Communicating effectively with internal teams
Ensuring up to date investor-facing documents and assisting with meeting preparation including custom materials and memos
Working closely with the Investor Relations team to manage existing relationships and ensure new investor connections are supported
Requirements
Bachelor's Degree
3-10 years of relevant experience in alternative investments, ideally hedge funds
Understanding of hedge fund structures, fund operations and due diligence requirements of institutional allocators
Willingness to learn and work in a team environment that shares success
Proficiency in Microsoft Office (Excel, Word) and experience with CRM systems
Previous knowledge of operational due diligence or client service experience at a hedge fund is favored
Series 3 will be required after joining
Requires in-person in CT office Mondays through Fridays
The base salary range for this position is $110,000 - $170,000 and will be determined based on prior experience, qualifications, and expertise. This base range does not include benefits or any other forms of compensation.