Associate - Client Service & Investor Relations

Beach Point Capital Management is a global investment firm founded in 2009 with expertise in credit strategies. Managing over $20 billion in assets, the firm specializes in sectors such as high yield bonds, leveraged loans, private and illiquid credit, direct lending, and structured credit. Beach Point also has focused strategic initiatives in private equity and real estate. The firm invests on behalf of institutional investors and currently has over 175 employees globally with offices in Los Angeles, New York, Dublin and London. Beach Point was named to Pension & Investments’ list of Work in Money Management in 2020, 2021, 2022, 2023 and 2024 and Best Companies Group for Inclusive Workplace in 2022, 2023 and 2024.

We are seeking an Associate, Client Service & Investor Relations to join a dynamic Business Development team. The Associate will play a crucial part in managing investor onboarding processes, ensuring seamless documentation and tracking for new fund launches and drawdown fund closings. Your responsibilities will also encompass ongoing investor administration duties, acting as a liaison between our investor base and the fund administrator regarding capital activities, client onboarding/offboarding, account updates and collaborating across teams.

Responsibilities

• Assist with management of comprehensive Investor onboarding processes, including documentation and tracking processes related to new fund launches and drawdown fund closings
• Ongoing Investor administration duties, including liaising between investor base and fund administrator with respect to capital activities, client onboarding / offboarding, investor account updates, KYC/AML procedures, authorized signatory lists, wire instructions, contact updates, etc.), audit confirmations, and online portal assistance
• Manage, review, and maintain investor-related documentation, profiles, entity types, legal, and tax-related classifications within Salesforce, ensuring data quality, clarity and efficient processes
• Understand and communicate terms related to fund legal documentation, including initial subscription documents, PPMs, IMAs, and LPAs, among others
• Prepare and deliver standard client reporting including monthly exposure, holdings and transactions reports
• Facilitate and distribute investor reports, financial statements, and tax documents with Administrators and internal stakeholders
• Establish and manage workflows to meet all internal and client-driven deadlines
• Collaborate cross-functionally across various departments, such as Accounting, Legal, Tax, etc. 

Qualifications

• Bachelor's Degree from an accredited university or international equivalent, preferably in a related field (economics, finance or accounting)
• 3-5 years of relevant work experience in asset management or an equivalent industry with direct experience related to Investor and Fund Servicing
• Experience with CRM systems (preferably Salesforce)
• Effective writing and verbal communication skills for managing interactions with investors and internal stakeholders
• Strong attention to detail and proven ability to manage priorities of a time sensitive nature 
• Solid understanding of financial markets, trends, and terms
• Sufficient knowledge of the asset management industry and alternative investment-related concepts
• Proficient experience using Excel, Word, and PowerPoint
• Ability to exhibit professionalism and be comfortable around senior management
• High degree of intellectual curiosity with exceptional work ethic and can-do/will-do attitude

In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education.

Salary Range

The salary range for the role is $100,000 - $140,000. In addition to a competitive salary, the role is eligible for an annual discretionary bonus. The salary offered will be aligned with a candidate's experience, qualifications and industry expertise.

What We Offer

• Competitive salary, annual bonuses and excellent benefits package
• Professional and dynamic working environment
• Opportunities for career development and professional growth
• A supportive and collaborative team committed to legal and regulatory excellence
• A hybrid work arrangement with the team working onsite 4 days a week.

Candidates for the Santa Monica office must be authorized to work in the U.S.

Beach Point provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, sexual orientation, age, disability or genetics. In addition to United States federal law requirements, Beach Point complies with applicable state and local laws governing nondiscrimination in employment. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.