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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