Analyst Investor Services

New York, NY

Job Description

  • Coordinate with internal groups to complete client onboarding, counterparty applications and various forms
  • Obtain all necessary approvals and ensuring all client documentation is returned, completed and approved
  • Validate client documentation for consistency and completeness
  • Preparing private investment subscription documents and redemption requests on behalf of clients
  • Facilitate collection of KYC/AML documentation and review current client files for completeness
  • Maintain employee training materials and standards, as well as deliver training to new hires
  • Ability to proactively contribute towards continued improvements in control and operational efficiency
  • Effectively utilize systems, both internal and external, to perform job functions and maintain accurate records
  • Maintain existing firm and regulatory policies and procedures. Identify, recommend, and implement new policies and procedures as they become warranted.
  • Assist with special projects as needed


  • Must possess excellent computer skills and be proficient using Microsoft applications including Excel, Word, PowerPoint, and Outlook
  • Excellent verbal and written communication skills
  • Dedicated work ethic and strong organizational skills
  • Willingness to work extended hours to meet project deadlines
  • Desire to work in a collaborative team-based culture
  • An ownership mentality with a desire to continually develop and learn
  • Ability to adapt to changing environments through continuous learning
  • Must be in the NYC area and eligible to work in the office
Hedge Fund


$100,000 - $125,000

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