Investor Relations Analyst (Alternative Investments)

Investor Services Analyst

Comp: $95,000-145,000 base (+ $10-25k bonus)

• Position Overview
• A growing alternative investment firm is seeking an Investor Services Analyst to join its investor operations team. This role serves as a primary point of contact for investors while supporting reporting, onboarding, CRM management, and operational processes across a sophisticated institutional investor base.

This is an excellent opportunity for someone looking to build a career within private markets, investor services, or client operations while working closely with internal stakeholders across finance, legal, compliance, tax, and investor relations.

Responsibilities

• Investor Services
• Serve as a primary contact for investor inquiries and requests
• Manage investor correspondence and ensure timely resolution
• Respond to requests related to capital activity, reporting, tax documentation, due diligence questionnaires, ESG requests, transfers, and account maintenance
• Verify investor information and maintain accurate account records
• Investor Reporting & Operations
• Support quarterly investor reporting and capital account statements
• Assist with investor onboarding and account setup
• Maintain investor records within the firm's CRM platform
• Manage investor portal access and permissions
• Assist with collection and review of tax documentation
• Cross-Functional Collaboration
• Coordinate with Finance, Tax, Legal, Compliance, and Investor Relations teams to gather information for investor requests
• Support process improvements and operational initiatives
• Participate in special projects as needed
• Qualifications
• Bachelor's degree required
• 1–4 years of experience within financial services, investment management, fund administration, banking, or investor services
• Excellent communication and client service skills
• Strong organizational and multitasking abilities
• High attention to detail
• Experience with CRM platforms preferred
• Advanced Microsoft Office skills
• Ability to work in a fast-paced, collaborative environment