What are the responsibilities and job description for the Analyst - Investor Services position at Bridge Senior Living?
Make an impact
This job description outlines a role for an Analyst within the Investor Services team, primarily focusing on supporting the Bridge Wealth Solutions Platform, especially in areas related to REIT (Real Estate Investment Trust) and DST (Delaware Statutory Trust) products. Here’s a summary of the key points :
Key Responsibilities :
- Investor Support : Assist in managing investor files, onboarding, and updates.
- Documentation : Participate in collecting necessary documentation from investors and partners.
- Compliance Liaison : Ensure compliance with Tax, AML / KYC, and Legal requirements by coordinating with relevant departments.
- Communication : Provide excellent service to investors and partners through timely communication and responses.
- Follow-ups : Proactively ensure that all documentation is completed prior to trade dates.
- Problem Resolution : Investigate and resolve investor queries efficiently.
- Onboarding Process : Support various administrative tasks related to onboarding and closing procedures.
What you should bring
What you can be apart of
Bridge Fund Financial Services is a full-service alternative investment fund administrator providing real-time coordination, value-add services, and detailed reporting to Bridge Investment Group and its investors. We proactively cultivate a culture of excellence, positivity, and opportunities for development and growth within our fund administration, fund analytics, and investor servicing teams. Our team members are energetic, innovative, collaborative, flexible, and forward-thinking individuals that are willing to take pride and ownership of their duties, which go hand in hand with Bridge’s uncompromising values of teamwork, excellence, accountability, empowerment, and responsibility.
What we offer
We at Bridge acknowledge and appreciate the uniqueness of each individual, understanding that our people are the key to our success. We are committed to fostering an inclusive environment where everyone feels respected and valued. Our dedication extends beyond our business goals to making a positive impact in our communities and upholding Sustainability and Responsibility (S&R) principles at our properties and corporate locations. We evaluate all candidates based on merit, without any discrimination based on race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law. As an equal opportunity employer, we are devoted to creating an inclusive hiring process. We actively work to eliminate barriers and provide reasonable accommodations to qualified individuals with disabilities. Our goal is to provide fair opportunities and access throughout the recruitment, hiring, and employment experience.
Your specific needs are important to us. If you need accommodations related to a disability or any other protected status during the recruitment process, please email
Want to talk with someone about Bridge Culture?
At Bridge, we understand that joining a new workplace is a significant decision. To help you gain deeper insights into our culture, we offer "Culture Conversations." This initiative reflects our commitment to transparency, diversity, and inclusivity.
Culture Conversations are voluntary, one-on-one sessions designed for applicants to connect directly with our diverse staff members. It's your chance to explore the Bridge work environment, ask questions, and get a genuine feel for what it's like to be part of our team.
How it Works :
Culture Conversations are entirely voluntary. Feel free to opt in based on your comfort and curiosity. C hoose Your Conversation Partner : We believe in the power of choice. Browse through our diverse group of staff members and select someone you'd like to have a conversation with. This ensures that you connect with someone whose experiences and insights align with your interests. No Impact on the Hiring Process : Your decision to participate or not in Culture Conversations has no bearing on the hiring process. We value your time and references.
Why Participate :
You get to have a firsthand understanding of our workplace culture. Informed decisions lead to fulfilling careers. Culture Conversations empower you with the information needed to make the right choice for your professional journey.
Salary : $5,000
