Investor Services Associate – Premier PE Firm

Investor Services Specialist

We're looking for an Investor Services Specialist to join a highly regarded private equity firm. This position is perfect for someone who thrives in a fast-paced environment, can balance multiple priorities, and enjoys solving problems on the fly. You'll provide essential support across investor operations, communications, and data management while helping drive technology initiatives and process improvements.

What You'll Do

• Investor Reporting + Prepare and distribute quarterly and annual reports, capital account statements, and fund financials.
• Operations & Communication + Monitor shared inboxes, coordinate investor communications, and assist with onboarding new funds and investors.
• Data & Systems + Maintain accurate investor data across CRM and fund accounting platforms. + Support system enhancements and implementations (Investorflow, Allvue, Sensr).
• Cross-Functional Collaboration + Partner closely with Investor Relations, Finance, and external consultants on ad hoc and strategic projects.
• Compliance + Coordinate AML/KYC documentation and tax forms with third-party service providers.
• Continuous Improvement + Identify opportunities to enhance reporting templates, workflows, and investor portal experiences.

Why Join Us

• Competitive base salary + annual bonus + 100% employer-paid medical, dental, and vision
• Generous retirement contributions and additional firm perks
• Collaborative, hands-on manager who values clarity, structure, and organization
• Free meals and a supportive, team-oriented culture

Requirements

• Bachelor's degree in Economics, Business, or a related field
• 3+ years of experience in investor services or a similar function
• Strong organizational skills with the ability to manage multiple priorities simultaneously
• Excellent written and verbal communication skills, including professional email and virtual meeting etiquette
• Proficiency in Excel; familiarity with CRM and fund accounting platforms
• Ability to quickly learn new systems and contribute to process improvements
• Experience supporting or leading system implementations is a plus