1h ago
Associate, Investor Services
Norwalk, Connecticut, United States
$120,000-$165,000 / year
full-timemidfinancial services
Tech Stack
Description
You will support institutional and private wealth clients by responding to operational due diligence reviews, coordinating cross-functional responses, and managing investor relationships. Your work ensures timely, accurate deliverables and enhances team processes and client service capabilities.
Requirements
- Bachelor's degree
- 3-10 years of relevant experience in alternative investments, ideally at a hedge fund
- Familiarity with hedge fund structures, fund operations, and institutional allocator due diligence
- Exceptional attention to detail and strong organizational and project management skills
- Proficiency in Microsoft Office and experience with CRM systems
Responsibilities
- Support investor operational due diligence reviews, including DDQs and custom questionnaires
- Coordinate cross-functional responses from Legal, Compliance, Risk, Operations, and Technology
- Maintain and update investor-facing documents and due diligence materials
- Manage investor information in CRM system and track diligence activities
- Attend and support investor meetings and calls
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