Investor Service Senior Associate/Manager (125K) - 27400

Title: Investor Services – Senior Associate/Manager

Location: Remote (U.S. Based)

Compensation: Up to $125,000 Base Bonus Full Benefits

Industry: Private Equity

A leading private equity firm is looking to add a Senior Associate to its Investor Services team. This is a newly created role driven by growth and increased investor activity. The ideal candidate will act as a key point of contact for both internal stakeholders and external investors, ensuring that communications, transactions, and data are handled with precision and care.

Key Responsibilities:

• Serve as the main resource for investor inquiries, managing the investor servicing inbox and responding promptly with accurate, clear information
• Ensure timely posting and accuracy of investor reports and documents via the firm’s investor portal, adhering to compliance and confidentiality protocols
• Maintain and update CRM systems (Salesforce) and investor portals (eFront), ensuring data integrity and tracking key investor activities
• Coordinate investor transactions such as capital calls, distributions, and transfers, working in partnership with internal operations and fund teams
• Support investor onboarding processes and contribute to the ongoing evolution of investor service procedures
• Collaborate with departments across finance—including treasury, fund accounting, and reporting—to deliver a seamless investor experience
• Assist with the preparation and submission of investor due diligence questionnaires (DDQs)
• Contribute to process optimization efforts and support technology rollouts or upgrades as needed
  
  

Qualifications:

• Minimum of 3 years’ experience in financial operations or fund services, ideally within private equity or alternative investments
• Strong technical proficiency across Microsoft Office Suite and CRM platforms; experience with Salesforce, eFront, or similar systems is highly desirable
• Demonstrated ability to manage multiple priorities with accuracy and efficiency in a fast-paced, detail-driven environment
• Solid understanding of capital activity workflows and investor communication best practices
• Prior involvement in tech or process implementations is a plus
• Excellent written and verbal communication skills
  
  

This is a fully remote opportunity open to candidates located anywhere in the United States. For more information or to apply confidentially, reach out to Kyle Archer at karcher@daleyaa.com.