Investor Servicing Consultant

Deloitte

Bellevue, WA

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JOB DETAILS

SALARY

$84,000–$102,000 Per Year

SKILLS

Administrative Management, Administrative Skills, Analysis Skills, Artificial Intelligence (AI), Asset Management, Automation, Brokerage, Budgeting, Cash Flow, Communication Skills, Computer Engineering, Computer Science, Consulting, Cross-Functional, Customer Support/Service, Customer/Client Research, Detail Oriented, Documentation, Emerging Technology, Equity Securities, Establish Priorities, Fund Accounting, Hedge Funds, Incentive Programs, Information Technology & Information Systems, Interpersonal Skills, Investment Management, Investment Services, Leadership, Legal, Long-Term Profit, Mail Processing, Multitasking, Negotiation Skills, On Site Support, Onboarding, Operational Improvement, Operational Strategy, Presentation/Verbal Skills, Private Funding, Problem Solving Skills, Process Improvement, Product Data Management (PDM), Public/Media/Press/Analyst Relations, Real Estate, Regulations, Revenue Analysis, Risk, Risk Management, Sales Management, Sales Tax, Service Delivery, Service Level Agreement (SLA), Support Documentation, Team Lead/Manager, Team Player, Technical Support, Time Management, Willing to Travel, Writing Skills

LOCATION

Bellevue, WA

POSTED

1 day ago

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Investor Servicing Senior Analyst, you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities + Supports end-to-end investor service across private equity, hedge funds, real estate, and special situations strategies. Responsibilities include client onboarding, broker-dealer support, intaking and responding to ongoing investor information requests, escalation management, and fund document oversight. The ideal candidate brings alternatives fund administration experience, strong knowledge of private fund mechanics and lifecycle functions, and a proven ability to drive process improvements, manage internal and external relationships, and deliver exceptional client service. Here are the specific responsibilities for this role: + Support daily investor and internal inquiry escalations, ensuring timely and accurate resolution + Support cross-functionally with sales, tax, legal, accounting, and fund administration teams globally to manage client onboarding, side letter negotiations, fund launches, and co-invest activities + Support the annual budgeting cycles and run rate revenue analysis to ensure funds' financial viability. + Assist with U.S. broker-dealers, responding to inquiries from home offices and financial advisors while providing ad hoc and quarterly reporting + Support technology transformation and automation initiatives to improve operational efficiency and enhance investor experience + Support outgoing investor correspondence and oversee cash flow reporting to support portfolio management teams + Support fund document repositories, including PPMs, LPAs, and subscription agreements + Build and maintain strong relationships with internal and external stakeholders + Deliver high-quality work products while identifying opportunities for ongoing process improvement The successful candidate would possess these skills: + Ability to work independently and collaborate as part of a team + Effective written and verbal communication skills + Meticulous attention to detail and quality of work product + Ability to build and sustain professional relationships + Ability to lead projects or workstreams + Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment + Strong interpersonal skills and professional demeanor + Ability to meet deadlines + Ability to provide clear guidance to others Recruiting for this role ends on Thursday, December 31 st 2026. The Team Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organization. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation. Our Regulatory, Risk, & Forensic Operate offering support to clients by delivering Operate services spanning the Regulatory, Risk & Forensic portfolio. We "embed continuous advantage" through domain, industry, technology and transformation skills to perform client business functions that manage risk and deliver value-added outcomes, all while driving predictable long-term revenue, profitability, and growth. Qualifications Required + 1+ years' experience in private equity or hedge fund administration at a reputable fund administrator or asset manager + 3+ years of deep understanding of private equity or hedge fund mechanics, including end-to-end fund lifecycle functions + 3+ years of demonstrated ability to manage high-volume investment operations inquiries, resolve investor issues, and oversee investor onboarding processes + 3+ years of direct experience with private funds focused on real estate and special situations; exposure to global macro strategies strongly preferred + 3+ years of proven experience managing and leading a managed service provider, including defining and monitoring SLAs and related governance responsibilities + 3+ years of Team leadership experience in global (US/India) operational models; documentation and process improvement skills critical. + Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience + Limited immigration sponsorship may be available + Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,000-$102,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

About the Company

Deloitte

INDUSTRY

Other/Not Classified

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