Role Overview – Investor Services Analyst:
We are seeking a motivated Investor Services professional to join of the world’s largest consumer-focused private equity firm. In this role, the selected candidate will respond to investor inquiries, fulfill reporting requests, and help enable best-in-class investor relations services.
Compensation: $85,000.00 – $115,000.00
Location: Fairfield County, Connecticut
Responsibilities for the Analyst include:
• Logging and tracking investor data/requests in CRM system
• Responding accurately and efficiently to investor queries
• Preparing investor reports related to capital activity, fees, portfolio details etc.
• Communicating with legal, finance and other internal partners
• Onboarding new investors/funds and maintaining investor permissions
• Identifying process improvements to elevate investor experience
Qualifications of the Analyst include:
• Bachelor’s degree; 1-4 years in financial services or relevant internships
• Accuracy, detail-orientation and superb follow-up abilities
• Ability to manage multiple competing priorities
• Excellent written and interpersonal communication skills
• Collaborative mentality with entrepreneurial drive
Benefits:
• Rapidly growing, $35B consumer-focused PE firm
• Opportunity to directly impact investor relations function
• Exposure to diverse consumer verticals and global platform
• Employer 401k match and healthcare options
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.