Investor Services Analyst
Job Identification Number: 791
Location: New York, NY
Job Type: Direct Hire
Job Category: Financial Services
Qualified candidates, please attach resume when applying.
Very stable investment firm seeks an individual with 1-4 years of experience to be responsible for daily investor servicing including transactions, AML, cash monitoring, data management, events, and fund communications. Candidates must have experience managing capital flows such as subscription and redemptions; Disseminating fund communications to investors; Maintaining CRM to ensure accuracy of investor attribute and contact data; Facilitating completion of legal agreements for consultant, data aggregator and fund of fund relationships and Organizing both virtual and in-person investor events, overseeing all aspects from registration to post-event analysis.
Qualified candidates should send resumes to ws@rockwood-search.com. Please put your Name and “Investor Services Analyst” in the subject line and attach your resume as a word or PDF document. Also include contact information, salary requirements and any applicable information in the body of the email.
Salary: $80,000 - $110,000 base