Investor Services Associate – Top‑tier Private Equity Firm

Investor Services Associate

We're seeking an Investor Services Associate to join a highly respected private equity firm. This is an ideal opportunity for someone who thrives in a fast-paced environment, enjoys solving complex problems, and excels at juggling multiple priorities. In this role, you'll support essential investor operations, reporting, communications, and data management—while also helping drive technology upgrades and process improvements across the platform.

What You'll Do

• Investor Reporting + Prepare and distribute quarterly and annual reports, capital account statements, and fund financials.
• Operations & Communication + Monitor shared inboxes, manage investor communications, and support onboarding for new funds and investors.
• Data & Systems + Maintain accurate investor information across CRM and fund accounting systems. + Contribute to system enhancements and new technology initiatives (Investorflow, Allvue, Sensr).
• Cross-Functional Collaboration + Partner with Investor Relations, Finance, and external consultants on ad hoc and strategic initiatives.
• Compliance + Coordinate AML/KYC documentation and tax forms with third-party administrators.
• Continuous Improvement + Identify opportunities to streamline reporting templates, improve workflows, and enhance investor portal experiences.

Why Join Us

• Competitive base salary + annual performance bonus
• 100% employer-paid medical, dental, and vision coverage
• Strong retirement contributions and additional firm-wide perks
• A collaborative, supportive manager who values clarity, structure, and organization
• Free meals and a positive, 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