About this opportunity
Atlas Search lists this Investor Services Senior opportunity in fresno, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Our client, a private markets fund administrator, is hiring an Investor Services Senior Associate for a team dedicated to one private equity fund manager client. The seat covers day-to-day LP servicing (inquiries, portal postings, capital activity and investor records) and includes building AI and automation tools that take manual work out of those processes.
Compensation :
$85,000 to $125,000
Location : New York, New York (Open to FULLY REMOTE)
What You'll Do
- Run a shared investor inbox, answering LP questions accurately and on deadline
- Post investor deliverables to the investor portal, with confidentiality and regulatory rules in mind
- Keep investor records current in eFront and the CRM, and track investor activity across both
- Support capital call and distribution processing, with close attention to accuracy and timing
- Process account updates and audit confirmations
- Help onboard new investors and refine how investor servicing gets done
- Partner with treasury, fund accounting, and data and reporting teams so investors get a consistent experience
- Spot manual, repetitive steps in the investor servicing workflow, then build and test AI and automation fixes and keep them running
What We're Looking For
- 2+ years of investor services, client service or related experience supporting private equity funds, at a fund administrator, fund manager or investment bank
- Hands-on eFront experience (required)
- Experience with AI, automation or workflow-improvement projects
- Strong Microsoft Office skills
- Highly organized: you track open items and close them out on time
- Sharp attention to detail, clear communication and good judgment on when to escalate
- Able to work independently and comfortable in a fast-paced environment
Preferred
- Experience with a CRM platform
- Private equity fund accounting experience combined with investor-facing responsibilities
- Working knowledge of subscription lines, NAV facilities, management fees and performance fees
- Experience with due diligence questionnaires, capital call and distribution tracking, and investor account statements
The Environment
Remote. This is a role with a fund administrator, dedicated to a single private equity client. Benefits include employer-subsidized medical, dental and vision coverage and a 401(k) match.
Worksite address
fresno, CA, 93737, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.