Role descriptionInvestor Relations (6-8 Years Experience)OverviewWe are seeking an experienced Investor Relations Representative to support our growing private equity and alternative investments platform. This role will serve as a key point of contact for investors, delivering high-quality service across the full lifecycle of fund activity, including onboarding, capital events, reporting, and ongoing relationship management.
The ideal candidate brings approximately 6-8 years of experience in investor services, fund administration, or transfer agency, with a strong understanding of private markets operations and investor expectations.
Key Responsibilities- Manage investor onboarding and servicing for highly complex structures, institutional investors, and strategic relationships
- Serve as a point of contact for investor inquiries, and complex financial or operational matters
- Manage execution of all investor lifecycle events, ensuring accuracy, regulatory compliance, and risk mitigation
- Own investor data integrity across systems, proactively identifying and resolving discrepancies
- Review investor communications, notices, and reporting to ensure consistency, accuracy, and alignment with fund performance
- Partner closely with Investment, Finance, Legal, Compliance, and external providers on investor-facing initiatives
- Play a role in audits, system implementation or enhancement projects
- Identify and drive process improvements, automation, and best practices to enhance scalability and investor experience
- Provide guidance, review, and informal mentorship to junior team members
- Maintain exceptional service standards and represent the firm with confidence and professionalism
Qualifications- Bachelor's degree in Finance, Accounting, Business, or related field
- 6-8 years of progressive experience in investor relations, private equity operations, fund administration, or alternative investments
- Deep understanding of private equity and alternative fund structures, investor obligations, and regulatory requirements
Skills & Competencies- Advanced investor relationship management skills
- Strong judgment and problem-solving ability in complex scenarios
- Expert-level data analysis, reconciliation, and risk awareness
- Ability to influence cross-functional teams and drive operational improvements
- High level of systems expertise across investor platforms, CRM, and reporting tools
- Experience with Intralinks, eFront, Dynamics 365, and strong Excel proficiency
