What are the responsibilities and job description for the Investor Relations Operations Associate (Onboarding) position at Selby Jennings?
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