Analyst - Investor Services

Job Description

Role The candidate would join a team who is responsible for overseeing investor servicing activities for the firms private wealth team shared inbox and collaborating with the investor relations and other internal teams on an ongoing basis. The teams shared inbox is the central point for the majority of inbound queries from existing investors and is a critical component of the investor experience. Key responsibilities: Own the coordination and preparation of responses to investor requests Manage shared inbox by logging all requests Answer requests directly, if appropriate, or assign to relevant team members; and Return completed deliverables to investor Maintain and report on key performance indicators Distribute investor reporting Manage and update repository of historical investor request responses Determine urgency of investor requests and prioritize accordingly Maintain contact database and update investor contact information as needed Preferred candidate profile Minimum 2-8 year work experience, preference for experience working in financial services/asset management industry in a similar role Direct experience in private funds, client service and/or investor relations is a plus Experience in one of the following asset classes is a plus: real estate, infrastructure, renewables, private equity, credit Excellent writing and communication skills; fluency in English; ability to convey information in an effective and professional manner