Investor Services - Consultant

Job Description

Job Description

We are seeking a consultant to join our Asset Management team with a focus on Investor Services. This role is ideal for someone who thrives in a fast-paced environment, enjoys project-based work, and can manage multiple priorities simultaneously. The consultant will play a key role in supporting private equity clients including investor onboarding and ongoing account management processes.

The position requires frequent use of client systems such as Salesforce to manage workflows, track deliverables, and maintain compliance with established policies. The consultant will also collaborate across teams to troubleshoot issues, streamline processes, and drive efficiencies, making strong project management and multitasking skills essential for success.

• The ideal candidate should be made aware that the hours for this role would be 11 : 00 am to 8 : 00 pm EST, so all time zones are encouraged to apply.

Responsibilities include :

Investor Onboarding (10% of time) :

Ongoing Account Management (90% of time) :

Knowledge, Education, and Experience :

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.