What are the responsibilities and job description for the Analyst - Investor Services position at Bridge Property Management?
Make an impact
As an Analyst within our Investor Services team, you work with the team to perform reviews of investor documentation, investor support and outreach, and process updates to existing investors information as part of our ongoing maintenance processes.
- Support the review process of investor files and assist with investor onboarding and updates
- Participate in the documentation collection process from investors and investment managers
- Be aware of the Tax, AML/KYC, Legal and Compliance requirements, liaise with the appropriate departments to obtain these requirements form investors and act in accordance with all policies and procedures
- Deliver high-quality service to investors and internal partners by providing timely and professional communication to inquiries
- Proactively follow-up with all parties involved in the account update process
- Assist with other investor onboarding processes, including but not limited to data entry, document reviews, and closing procedures
- Ensure compliance with all established SOC controls
What you should bring
- Degree in Finance, Business, Economics, or related field preferred
- Working experience in investor services, investor relations, or a related field (private equity, wealth management, financial services, fund administration, or in a legal capacity working with corporate transactions) preferred
- Adept at in Microsoft Office (proficiency in Excel is essential)
- Knowledge of legal entity structures will be helpful
- Experience reviewing and interpreting organizational documentation is a plus
- Must be proactive and possess solid follow-up skills with an ability to track aged or long-term tasks
- Working knowledge of Salesforce and other CRM platforms will be helpful
- Highly organized with a proven ability to work under pressure and meet deadlines
- Excellent relational skills
- Refined written and verbal communication skills
- Strong interpersonal skills
- Ability to work independently, as well as, within a team
What you can be part of
Bridge Fund Financial Services is a full-service alternative investment fund administrator providing real-time coordination, value-add services, and detailed reporting to Bridge Investment Group and its investors. We proactively cultivate a culture of excellence, positivity, and opportunities for development and growth within our fund administration, fund analytics, and investor servicing teams. Our team members are energetic, innovative, collaborative, flexible, and forward-thinking individuals that are willing to take pride and ownership of their duties, which go hand in hand with Bridge’s uncompromising values of teamwork, excellence, accountability, empowerment, and responsibility.
What we offer
- Full Insurance benefit suite including Medical Insurance, Dental Insurance, Vision Insurance, Critical Illness Insurance, Accident Insurance, Short Term Disability, Legal & Identity Theft Insurance, and Pet Insurance.
- Company paid Life Insurance (option to buy additional available) and Long-Term Disability.
- Access to benefits concierge service.
- Access to Mental Health & Well-Being service.
- 401K: Bridge Investment Group will match your contributions dollar-for-dollar, up to 6% of your pay. These contributions are fully vested immediately. Eligible employees are automatically enrolled at a 4% contribution rate. *The employee must be at least 21 years of age and have worked for the Company for at least 60 days.
- Paid Time Off: Employee will accrue 5.23 hours of paid time off per pay period for a total of 17 days per year.
- 11 Paid Holidays per year.
- Following six (6) months of employment at the Company, you will be eligible per birth, adoption or placement of a child for four (4) weeks of paid parental leave as the primary caregiver to the child or two weeks of paid parental leave as the secondary caregiver to the child. Following two years of employment at the Company, you will be eligible for twelve weeks of paid parental leave per birth, adoption, or placement of a child if you are the primary caregiver of the child.
- Tuition Reimbursement: Up to $5,000 per year of pre-approved tuition expenses will be reimbursed upon submission of approved documentation. Repayment obligations may apply if employment terminates prior to 24 months.
At Bridge Property Management we’ve built a reputation for excellence, dating back to when our Founders first began managing properties over 25 years ago, by managing billions of dollars in real estate assets. But it's not just our success that makes Bridge Property Management a great place to work—it's our commitment to creating a dynamic, growth-focused environment where your talents can thrive re’s why a career at Bridge Property Management could be the perfect next step for you:
1. A Proven Track Record of Success: You’ll be joining a company with a history of excellence, having consistently delivered superior results for our clients in diverse markets. Working with Bridge Property Management means being part of a team that’s known for its strong performance and integrity.
2. Expertise and Learning Opportunities: Our team is made up of industry leaders who bring a wealth of knowledge to the table. By joining Bridge Property Management, you’ll have the opportunity to learn from some of the best in the business while gaining hands-on experience across a wide range of property types, including multi-family, office, industrial, golf courses, resorts, and single-family communities.
3. Technology-Driven Innovation: At Bridge Property Management, we believe in equipping our team with the latest technology and tools. You’ll have access to state-of-the-art systems that drive efficiency, transparency, and success. We’re constantly evolving, and so will your skills as you work with cutting-edge platforms.
4. A Results-Oriented Culture: We pride ourselves on a performance-driven approach, where individual contributions truly matter. You’ll have the chance to directly impact the success of the properties we manage, with the ability to track and see the results of your work.
5. Career Growth and Development: We’re invested in your success. We provide continuous learning opportunities and opportunities of developing and advancing one’s career. Whether you’re looking to grow within your current role or explore new areas of expertise, we encourage and support your professional development.
6. Collaborative and Supportive Team: Our team is more than just colleagues—we’re a group of passionate professionals who work together to achieve shared goals. You’ll be part of a collaborative, supportive environment where everyone’s ideas and contributions are valued.
If you're looking to join a team that offers the opportunity to work with a diverse portfolio, develop your skills, and contribute to a company that’s committed to long-term success, Bridge Property is the place for you
Salary : $5,000
