Investor Services - Consultant

We are seeking a consultant to join our Asset Management team with a focus on Investor Services. This role is ideal for someone who thrives in a fast-paced environment, enjoys project-based work, and can manage multiple priorities simultaneously. The consultant will play a key role in supporting private equity clients focused on investor request management. 

The position requires frequent use of client systems such as Salesforce to manage workflows, track deliverables, and maintain compliance with established policies. The consultant will also partner with client stakeholders to manage investor interactions, streamline processes, and drive efficiencies, making strong project management and multitasking skills essential for success.

The duties and responsibilities described here are not exhaustive, and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by CFGI in its sole discretion.

Responsibilities include:

Investor Request Management (80% of time):

·       Utilize Salesforce to review, action and track investor request activity with a focus on quality and efficiency. 

·       Partner with client stakeholders to gather information needed to provide complete and accurate responses to investors. 

·       Develop a working knowledge of designated products, including their underlying portfolios and governing documents, to quickly provide investors with information.

·       Manage daily investor interactions using high-touch, personalized communication to provide visibility into request progress.

·       Capture investor feedback and synthesis into actionable process changes designed to create a superior client experience.

·       Work collaboratively with other members within the designated product team to create a seamless operation.

·       Willingness to work flexible hours and monitor emails outside of normal working hours based on client needs.

Project Management (20% of time):

·       Collaborate with the client’s investor relations team on ad hoc projects.

·       Cross train on other functions within client service to create a strong bench of resources.

·       Create, maintain and enhance standard operating procedures.

·       Work with investor service counterparts to prepare and present investor request activity to client executive level stakeholders.

Knowledge, Education, and Experience:

·       Bachelor’s Degree preferred.

·       Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams.

·       Entrepreneurial nature, self-motivated, ethical, and dependable.

·       Effective analytical and critical thinking abilities.

·       High energy with commitment to quality client service.

·       Strong research/data mining skills.

·       Effective time management skills, ability to meet deadlines and project manage.

·       High integrity and must be able to maintain confidentiality of sensitive and proprietary information.

·       Advanced PC skills and excellent Microsoft Office skills.

·       Intermediate level Excel skills.

·       Familiarity with SharePoint, Salesforce, or another CRM systems a plus.