Coda Search has partnered with a prominent alternative investment firm with offices in New York City. The team is looking to bring on a Client Service Associate to support its private wealth platform, with a focus on administering client onboarding, supervising the firm’s transfer agent, producing client reports, and addressing investor questions.
Key Responsibilities
- Act as a principal contact for investor questions, delivering prompt and professional responses.
- Supervise the firm’s external transfer agent to confirm that investor transactions are processed correctly and on schedule.
- Manage the onboarding of new investors, including monitoring subscription documents and anti-money laundering and know-your-customer (AML/KYC) requirements.
- Produce and circulate quarterly and ad hoc client reports, account statements, and investor correspondence.
- Collaborate with Investor Relations, Fund Accounting, Legal, Compliance, and outside service providers to address investor needs.
- Keep investor records current and accurate, and help process account changes and transfers.
- Oversee service providers and help address operational issues as they occur.
- Contribute to fund launches, reporting initiatives, and process enhancement projects.
- Deliver an exceptional standard of service at every stage of the investor relationship.
Qualifications
- Bachelor’s degree in Finance, Accounting, Business, or a related discipline.
- Minimum of one year of experience in client service, investor services, fund operations, transfer agency, or fund administration.
- Background at an asset management, private equity, hedge fund, or private credit firm preferred.
- Excellent communication and interpersonal abilities.
- Meticulous attention to detail and strong organizational skills
Investor Relations Analyst in white plains at Unknown Company
This position is listed as full time and onsite.