• Location: Boston MA
• Type: Perm
• Job #24681

Company Overview:
A leading global private investment firm with approximately $185 billion in assets under management is seeking an IR Operations Analyst/Associate. The role involves ensuring excellent service for clients and managing investor accounts.

Job Responsibilities:

• Liaise with clients and internal/external stakeholders to ensure excellent service of client accounts
• Post investor quarterly reporting or non-standard reporting deliverables
• Capital call tracking
• Monitor and handle high volume of email mailboxes
• Track and deliver client reporting with tight deadlines
• Maintain investor account information on the investor portal and CRM
• Onboard and process investor subscription documents
• Enter and maintain client information into CRM database (Salesforce)

Qualifications:

• 1-2 years of experience in a client-facing role for an investment firm or financial services administration preferred
• Knowledge of MS Office, particularly Excel and Word
• Experience in Salesforce preferred

Compensation:
Salary: $80,000 – $100,000, Plus Bonus