Investor Relations & Operations Specialist

Role: Investor Relations, Client Services AssociateFirm Style: Collaborative, fast-paced, and high-performingHave 4–6 years of experience within investment management or financial servicesAre highly detail-oriented, organized, and proactive in managing workflowsThrive in a fast-paced environment and can balance multiple priorities effectivelyHave experience with CRM systems and investor servicing platformsPossess strong technical skills across Microsoft Office and document management toolsHave a foundational understanding of investor reporting, fund operations, or accounting conceptsAre solutions-oriented and interested in improving processes and leveraging technologyYour Responsibilities:Maintain and enhance CRM data integrity through ongoing updates and system managementSupport investor portal administration, including document distribution and access managementAssist with fund operations, including capital call and distribution processes and cash flow trackingCoordinate recurring compliance and regulatory reporting requirementsRespond to investor inquiries related to reporting, performance, and account activitySupport the preparation and distribution of periodic investor reportsTrack and manage investor audit confirmations in partnership with internal and external stakeholdersContribute to ad hoc projects and cross-functional initiativesWhere You'll Make an Impact:Enhancing the investor experience through timely, accurate, and high-quality serviceImproving operational workflows and identifying opportunities for automation and efficiency with AISupporting critical fund processes and ensuring accuracy in investor-related activitiesActing as a key liaison between internal teams and external investorsHelping scale systems and processes as the firm continues to growJ-18808-Ljbffr