Our client, a well known and established asset management firm in Dallas, TX, is looking to add an Investor Services Analyst to their Private Equity Team! Responsibilities include onboarding new clients, updating clients on account activity, setting up new accounts, and reviewing client performance reports. The ideal candidate will come with 2-5 years of Investor Services experience for either a Private Equity fund or a fund admin servicing PE clients.
Responsibilities Include:
- Onboarding new Private Equity investment clients
- Communicating occasionally with clients regarding performance, investment strategy, and account maintenance
- Partnering with external fund administrators to reconcile and account issues
Requirements:
- 2-5 years of experience in an Investor Services role for a Private Equity firm or Fund Administrator
- Strong written and verbal communication skills
- Advanced capabilities in Microsoft Excel required, experience using eFront applications is a plus.
