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Investor services associate

  • Investor services associate job type Posted on: Nov 04, 2026
  • Investor services associate experience level Green Key Resources
  • Investor services associate employment type Paterson, New Jersey
  • Investor services associate employment type Onsite
  • Investor services associate salary Full-time

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Job Title :

Investor services associate

Job Type :

Full-Time

Job Location :

Paterson New Jersey United States

Remote :

No

Jobcon Logo Job Description :

We are seeking multiple experienced Investor Services professionals to oversee a portfolio of investment fund clients while delivering exceptional service and ensuring the accurate, timely execution of all investor servicing activities. This role is responsible for managing client relationships throughout the full fund lifecycle, acting as a primary point of contact for investors, internal stakeholders, auditors, and compliance teams.Key ResponsibilitiesManage a portfolio of investment fund clients and serve as the primary relationship manager.Build and maintain strong relationships with clients, investors, and key stakeholders.Develop a thorough understanding of fund structures, investment strategies, performance fee calculations, and applicable AML and compliance requirements.Process investor transactions, including subscriptions, redemptions, transfers, and other investor-related activity.Respond promptly and professionally to client and investor inquiries while maintaining a high standard of service.Coordinate and manage client-specific requests, identifying opportunities to enhance processes and improve service delivery.Partner with external auditors during year-end financial statement preparation and audit processes.Work closely with compliance teams to ensure all anti-money laundering (AML) and regulatory procedures are followed.Review and authorize fund-related payments in accordance with established controls.Ensure operational accuracy, regulatory compliance, and timely execution across all investor servicing functions.QualificationsExperienceMinimum of 2 years of experience in investor services, fund administration, or investment operations supporting alternative investment funds.Experience with investor servicing or fund administration platforms is preferred.EducationBachelor's degree in Business, Finance, Accounting, Economics, or a related field. An MBA or other advanced financial qualification is a plus.Key SkillsStrong understanding of investment fund operations and investor servicing.Knowledge of AML, KYC, and regulatory compliance requirements.Excellent client relationship management and communication skills.Strong organizational skills with the ability to manage multiple priorities in a deadline-driven environment.High attention to detail and commitment to delivering exceptional client service.Proficiency with Microsoft Office, particularly Excel; experience with fund administration systems is an advantage.

Jobcon Logo Position Details

Posted:

Nov 04, 2026

Reference Number:

10440_4473279540

Employment:

Full-time

City:

Paterson

Job Origin:

APPCAST_CPC

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We are seeking multiple experienced Investor Services professionals to oversee a portfolio of investment fund clients while delivering exceptional service and ensuring the accurate, timely execution of all investor servicing activities. This role is responsible for managing client relationships throughout the full fund lifecycle, acting as a primary point of contact for investors, internal stakeholders, auditors, and compliance teams.Key ResponsibilitiesManage a portfolio of investment fund clients and serve as the primary relationship manager.Build and maintain strong relationships with clients, investors, and key stakeholders.Develop a thorough understanding of fund structures, investment strategies, performance fee calculations, and applicable AML and compliance requirements.Process investor transactions, including subscriptions, redemptions, transfers, and other investor-related activity.Respond promptly and professionally to client and investor inquiries while maintaining a high standard of service.Coordinate and manage client-specific requests, identifying opportunities to enhance processes and improve service delivery.Partner with external auditors during year-end financial statement preparation and audit processes.Work closely with compliance teams to ensure all anti-money laundering (AML) and regulatory procedures are followed.Review and authorize fund-related payments in accordance with established controls.Ensure operational accuracy, regulatory compliance, and timely execution across all investor servicing functions.QualificationsExperienceMinimum of 2 years of experience in investor services, fund administration, or investment operations supporting alternative investment funds.Experience with investor servicing or fund administration platforms is preferred.EducationBachelor's degree in Business, Finance, Accounting, Economics, or a related field. An MBA or other advanced financial qualification is a plus.Key SkillsStrong understanding of investment fund operations and investor servicing.Knowledge of AML, KYC, and regulatory compliance requirements.Excellent client relationship management and communication skills.Strong organizational skills with the ability to manage multiple priorities in a deadline-driven environment.High attention to detail and commitment to delivering exceptional client service.Proficiency with Microsoft Office, particularly Excel; experience with fund administration systems is an advantage.

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