Associate, Investor Services

Ares Management Corporation

$115K — $135K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in a relevant field
  • 3+ years in a fast-paced role within investment, business management, consulting, or financial services
  • Strong collaboration skills and willingness to tackle various tasks
  • Eagerness to expand knowledge in the alternative investment industry
  • Ability to manage multiple priorities across time zones
  • High attention to detail and commitment to client experience
  • Integrity in handling sensitive client information
  • Excellent communication, writing, and interpersonal skills
  • Familiarity with Salesforce and/or Intralinks is advantageous
  • Customer service experience is preferred
  • Experience with alternative asset classes is a plus
  • Proficiency in Microsoft Excel and PowerPoint; Visio knowledge is a plus

Responsibilities

  • Support project management efforts within the Investor Services team
  • Collaborate with global teams to streamline processes across various departments
  • Assist in the investor onboarding process, reviewing necessary documentation
  • Maintain accurate investor data during onboarding and throughout the lifecycle
  • Respond to and resolve investor inquiries promptly
  • Escalate complex cases to leadership as appropriate
  • Reconcile data discrepancies with Fund Administrators
  • Manage investor data rooms and documents effectively
  • Help develop and train on new workflows leveraging technology
  • Build relationships across the firm and with external vendors to share best practices

Benefits

  • Comprehensive Medical/Rx, Dental and Vision plans
  • 401(k) with company match
  • Flexible Savings Accounts (FSA) and Healthcare Savings Accounts (HSA) with contributions
  • Life insurance options, including Basic and Voluntary
  • Short- and Long-Term Disability Insurance
  • Employee Assistance Program (EAP)
  • Commuter Benefits plan for parking/transit
  • Access to a medical advisory team, mental health resources, and financial wellness benefits
  • New parent leave and reproductive/adoption assistance
  • Emergency backup care and education sponsorship program
  • Matching gift program and mindfulness support
Full Job Description
Ares Management is looking to hire an Associate for the Global Client Solutions ("GCS") team in Los Angeles. Investor Services is expanding its team to support the firm's strategic objectives related to fundraising and client service. Investor Services acts as a centralized point of contact for external clients, internal teams and service providers on investor data, onboarding, inquiry management and data rooms across all business lines at Ares (credit, private equity, real assets, infrastructure, secondaries and strategic initiatives). This is a unique opportunity to join a growing team that is defining new processes, building technologies and launching enterprise-wide functions.

The individual will be responsible for data room contact and document maintenance, capturing and maintaining investor data, supporting investor onboarding efforts, coordinating with external and internal teams, general team administrative items and projects. As this is a new team, the role will require a dynamic, adaptive, and proactive professional who can help identify enhancements to new and existing processes.

Primary Functions and Essential Responsibilities
  • Support organizational and project management efforts across the Investor Services team
  • Work closely with Relationship Management and Product Management teams, globally, to streamline and centralize processes across different groups including Finance, Accounting, Legal, Tax, Compliance and Technology
  • Support investor onboarding process, which includes review of all onboarding documents such as subscription agreement, AML/KYC, regulatory related and tax documents
  • Capture investor data during the onboarding process and investor lifecycle maintenance
  • Respond and resolve investor-related inquiries and/or requests in a timely manner
  • Identify and escalate complex cases or queries to senior team leads
  • Reconcile data to Fund Administrators' and follow procedures to resolve any breaks
  • Manage investor data rooms - including set up, document and contact maintenance
  • Assist in developing, implementing, documenting and training on new workflows and procedures utilizing technology to create and improve processes and drive change
  • Build a strong network across the firm and with external vendors to facilitate strong collaboration and promote best practices across business operations groups including Technology, Finance, Accounting, Human Resources, Legal, Tax, Compliance, Fund Administrators and External Counsel


Qualifications
  • Bachelor's Degree
  • Minimum of 3 years of experience in a fast-paced, self-driven role, preferably within investment/wealth management, business management/strategy, consulting, and/or financial services
  • Strong team player who enjoys collaboration and demonstrates willingness assist with various tasks, as needed
  • Eagerness to learn and grow within the alternative investment industry
  • Capable of managing multiple priorities across time zones, including internal and external requestors
  • High attention to detail and customer experience to provide the best-in-class client experience
  • Demonstrate a high level of integrity to protect sensitive client information
  • Outstanding presentation, communication, writing, and interpersonal skills
  • Experience with Salesforce and/or Intralinks is a plus
  • Experience in customer service is a plus
  • Experience working with alternative asset classes is a plus
  • Strong Microsoft suite skills, especially Excel and PowerPoint, Visio is a plus


Reporting Relationships
Vice President, Investor Services

Compensation

The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.

$115,000 - $135,000 / annum

The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

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