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Investor Relations Operations Associate (Onboarding)

Selby Jennings
Boston, MA Full Time
POSTED ON 4/9/2025
AVAILABLE BEFORE 5/9/2025

A top-tier private equity firm based in Boston with over $150 billion in AUM is seeking to bring on an Investor Relations Operations Associate to join the IR Operations Team.

Key Responsibilities

  • Collaborate with clients and internal/external stakeholders
  • Ensure a smooth onboarding process for the clients
  • Assist with client documents and fund closings
  • Identifying document issues and resolving them in a professional timely manner
  • Maintaining the team CRM system

Requirements

  • 2 years of experience in the financial services industry, focused on onboarding
  • Detail-oriented, prior experience following procedural controls and processes
  • Strong customer service orientation

Salary : $70,000 - $80,000

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