Client Onboarding/Investor Relations Analyst

Stamford, CT

We are looking to hire a full-time employee to serve as a bridge across several functions as a result of a need to centralize our client onboarding process between the marketing, legal, and finance departments. This individual must be highly motivated and extremely organized.



  • Coordinate the closing of new investor commitments into our Funds through communicating with internal and external parties including but not limited to: finance, marketing, legal, external law firms, the potential investors, and fund administrators.
  • Review subscription documents with firm’s General Counsel, and ensure that they are signed, filed and returned to investors in a timely manner.
  • Answer questions received concerning subscription documents from external law firms through either answering questions directly or inquiring with investors directly.
  • Ensure timely completion of subscription documents and be required to finalize and distribute GP acceptance pages as required.
  • Be able to organize all sources of information submitted by an investor in connection with his/her commitment into a concise and organized packet.
  • Coordinate communication and updates to business pipeline and pending Fund launches to all levels of the firm including the partners and investment teams.
  • Be expected to log new investor data into firm’s proprietary software.
  • Maintain a log to track investor audit confirmation requests and coordinate responses.
  • Be able to address non-financial related investor requests
  • Assist Chief Compliance Office in the addressing of Common Reporting Standards “CRS” requests received from external parties.



  • 5+ years of progressive work experience
  • Financial services experience required, private equity experience preferred
  • Strong interpersonal skills with the ability to manage different personalities
  • Must be comfortable interacting with investors, upper Management, and external law firms
  • Ability to prioritize and handle competing deadlines
  • Familiarity with reviewing legal documents
  • Must be comfortable in a fluid environment that is not highly structured


Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 6/23/2017
Salary $75,000-$105,000 + 20% Bonus

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