Investor Relations Analyst @ Asset Management Firm

Coda Search is partnering with a leading alternative asset management firm with offices located in NYC. The team is seeking a Client Service Associate to support its private wealth platform where they will focus on managing client onboarding, overseeing the firm's transfer agent, preparing client reports, and responding to investor inquiries.

• Key Responsibilities
• Serve as a primary point of contact for investor inquiries and provide timely, professional responses.
• Oversee the firm's third-party transfer agent to ensure investor transactions are processed accurately and on time.
• Coordinate the onboarding of new investors, including tracking subscription documents and AML/KYC requirements.
• Prepare and distribute quarterly and ad hoc client reports, account statements, and investor communications.
• Work closely with Investor Relations, Fund Accounting, Legal, Compliance, and external service providers to support investor needs.
• Maintain accurate investor records and assist with account updates and transfers.
• Monitor service providers and help resolve operational issues as they arise.
• Assist with fund launches, reporting initiatives, and process improvement projects.
• Ensure a high level of service is provided throughout the investor lifecycle.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or a related field.
• 1+ years of experience in client services, investor services, fund operations, transfer agency, or fund administration.
• Experience working within an asset management, private equity, hedge fund, or private credit firm is preferred.
• Strong communication and interpersonal skills.
• Excellent attention to detail and organizational abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Excel, PowerPoint, and Microsoft Office.