What are the responsibilities and job description for the Investor Services Senior position at Atlas Search?
Global Investment Firm | Hybrid Stamford | Investor Services Senior
A leading global investment firm focused on partnering with high-growth consumer businesses is seeking exceptional talent to join its team. The firm invests across a broad range of consumer sectors, supporting founder-led and market-leading companies through strategic capital, operational expertise, and a long-term investment approach
Responsibilities:
- Utilize the firm’s CRM (Allvue) to log and track all investor correspondence from initial request to completion
- Respond to investor queries and requests with a focus on successful, articulate, and efficient interaction
- Requests consist of Audit Confirmations / Capital Activity Questions / Cashflow Forecasting / DDQ’s / ESG Questionnaires / Profile Updates / Mgmt. Fee Summaries / Portfolio Monitoring / RFPs / RFIs / Transfers / Tax Questions / Misc. Data Requests.
- Communicate with other internal teams (i.e., legal, compliance, HR, IR, finance, tax, etc.) to obtain necessary data to fulfill requests
- Assist in managing investor contact permissions and use of the firm’s investor portal
- Communicate with investors over the phone regarding account inquires, updates, and wire instruction verifications
- Support team to complete various investor quarterly reporting by updating fee schedules, generating co-invest capital account statements as well as other various investor reports
- Periodic collection and initial review of investor tax forms
- System onboarding of new investors and funds
- Assist in ongoing improvement and implementation of Investor Services related processes.
Company Requirements:
Qualifications:
- Bachelor’s Degree required
- 1-4 years experience in a similar/related financial service role (e.g. hedge fund, investment banking, hedge fund administration, private equity) or recent college graduate with relevant internship experience in the corporate/finance industry
- Strong attention to detail, accuracy and follow-up
- Superior interpersonal skills, proven ability to develop relationships and work with a diverse group including internal and external constituencies
- Highly developed written and verbal communications skills
- Ability to manage multiple assignments, prioritize workload, and maintain composure under pressure; take initiative and possess a business-orientated, entrepreneurial mindset
- Demonstrate ability to exercise confidentiality, discretion, maturity, and strong independent judgement
- Proficient MS Office suite skills and experience using a CRM system
- Allvue experience a plus
Salary : $85,000 - $125,000