Bachelor’s degree with 1–2 years of relevant professional experience; finance or investor relations experience preferredExceptionally organized and detail-oriented, with strong follow-throughSelf-starter with a proactive mindset and eagerness to learnAbility to manage multiple deadlines in a high-quality, fast-paced environmentStrong verbal and written communication skills with a professional demeanorTeam-oriented, with the ability to work both independently and collaborativelyDemonstrated discretion when handling confidential and sensitive informationProficiency in Microsoft Word, Excel, PowerPoint, and OutlookFamiliarity with private equity, CRM systems, or alternative investment databases is a plus. Maintain and update investor records, including contact information, wiring instructions, and advisor detailsSupport CRM and investor portal usage to fulfill ad hoc data and reporting requestsAssist with investor onboarding and transfer processes in coordination with internal stakeholders and external legal partners, ensuring accuracy and completeness of documentationCollaborate over time with analytics, finance, and operations teams to support reporting, analysis, and process enhancements.