Investor Services Associate

Investor Services Senior Associate – Private Equity - Remote

A leading private equity platform is looking to add an Investor Services Senior Associate to support a sophisticated institutional investor base.

This is a high-visibility role sitting at the intersection of investor relations, fund operations, and technology, with exposure across investor servicing, capital activity, fund accounting, treasury, and reporting. The team is also actively investing in AI and automation, giving this person the opportunity to improve workflows and build more efficient processes.

Responsibilities:

• Serve as a primary point of contact for investor inquiries and requests
• Manage investor communications, documentation, and portal activity
• Maintain investor data and activity across eFront and Salesforce
• Support capital calls, distributions, account updates, and investor onboarding
• Partner with fund accounting, treasury, data, and reporting teams
• Assist with due diligence requests, audit confirmations, and recurring investor deliverables
• Identify opportunities to automate manual workflows using AI and automation tools
• Help design, test, and maintain process improvements across the investor servicing function

Ideal Background:

• 2–5+ years of experience within private equity, fund administration, investor services, client services, or fund accounting
• Experience supporting private equity funds or institutional investors
• eFront experience required
• Salesforce experience is a major plus
• Understanding of capital calls, distributions, management fees, fund structures, and investor reporting
• Strong systems orientation and interest in AI, automation, and workflow improvement
• Excellent communication, organization, and attention to detail
• Comfortable operating in a fast-paced, high-expectation environment

This is an excellent opportunity for someone looking to join a sophisticated private equity environment, gain broad exposure across investor operations, and play a meaningful role in how technology and automation are used to modernize the investor experience.