The consultant will support investor onboarding and account management processes, manage client systems, and ensure compliance while collaborating across teams.
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):
· Coordinating with internal and external stakeholders to onboard investor information into client systems. This includes reviewing investor documents to ensure all vital information has been provided.
· Entering key information from Subscription documents and Side Letters into the system; ensuring accuracy prior to submission for approvals through completion.
· Organizing and maintaining thorough records for team and updating status trackers; uploading documents as needed to secure, internal databases.
Ongoing Account Management (90% of time):
· Maintaining confidentiality of all sensitive and confidential issues; assisting in a wide variety of projects as reasonably assigned.
· Uploading diligence materials, capital calls, distribution notices, quarterly reporting and annual reporting for publication to investor website. Managing all steps to completion of posting.
· Corresponding directly with internal and external stakeholders regarding document details: timing of document distribution, errors within the documents, and overall presentation to ensure quality and consistency of service provided to the investors.
· Updating investor contact information and managing access rights to investor reporting website; responding to investor requests as appropriate.
· Monitoring and tracking investor requests. Liaising internally as needed to source information required to ensure responses provided are accurate and complete, and responded to within the time allotted.
Knowledge, Education, and Experience:
· Bachelor’s Degree preferred.
· Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams.
· Entrepreneurial nature, self-motivated, ethical, and dependable.
· Effective analytical and critical thinking abilities.
· High energy with commitment to quality client service.
· Strong research/data mining skills.
· Effective time management skills, ability to meet deadlines and project manage.
· High integrity and must be able to maintain confidentiality of sensitive and proprietary information.
· Advanced PC skills and excellent Microsoft Office skills.
· Intermediate level Excel skills.
· Familiarity with SharePoint, Salesforce, or another CRM systems a plus.
Top Skills
Excel
MS Office
Salesforce
Sharepoint
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