What are the responsibilities and job description for the Investor Relations Associate position at Mission Staffing?
SPECS
Primary Responsibilities Will Include
• Acknowledge, review and/or respond to client inquiries in a prompt manner while coordinating with internal and external teams, as needed.
• Review and/or process investor on-boarding documentation (Subscription, Tax, and AML documentation)
• Review and/or process subsequent investor activity and changes to investor static data (Partner transfers, name changes, contact and wire instruction updates)
• Review and/or maintain investor records across multiple internal and external systems
• Review and/or prepare ad-hoc, monthly, quarterly, annual reporting, and capital activity notices for sponsor funds and investors
• Review and/or prepare investor audit confirmations and monthly recurring deliverables
• Disseminate and/or review fund & investor correspondence (capital call, distribution, partner capital statement and other sponsor communications) across various investor portal platforms
• Track incoming capital call wires and prepare capital distributions payments across various client accounts
• Progressive responsibilities to include training of less experienced associates, and first level review of deliverables
• Ensure all work is completed in line with the service level agreement
• Participate in special projects
• Operate efficiently in a deadline-driven, high volume, and everchanging environment
Qualifications and Skills
• Bachelor’s degree, degree in Business Administration or Economics is a plus
• 2-10 years’ experience in the financial services Industry
• Private Equity or Hedge Fund Investor Services background
• Demonstrate strong customer service/client relationship skills
• Ability to manage multiple tasks and projects with differing deadlines
• Impeccable attention to details
• Excellent verbal and written communications
Salary : $100,000 - $200,000
