Associate - Investor Services

3 weeks ago


London, Greater London, United Kingdom Selby Jennings Full time

Our client is a leading private debt fund managing over $20bn. They are looking to add an associate to their Investor Services team in New York.

Responsibilities:

  • Distribute investor letters, financial statements and tax documents
  • Manage and process any ad hoc investor requests
  • Assist in the onboarding process for new accounts
  • Maintain the CRM to produce monthly and quarterly reports

Qualifications

  • Bachelor's degree from an accredited university
  • 2-5 years of relevant experience
  • Proficiency in excel and experience working with a CRM


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