Investor Services Associate

Investor Services Senior Associate – Private Equity - Remote

Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.
A leading private equity platform is looking to add an Investor Services Senior Associate to support a sophisticated institutional investor base.
This is a high-visibility role sitting at the intersection of investor relations, fund operations, and technology, with exposure across investor servicing, capital activity, fund accounting, treasury, and reporting. The team is also actively investing in AI and automation, giving this person the opportunity to improve workflows and build more efficient processes.
Responsibilities:Serve as a primary point of contact for investor inquiries and requestsManage investor communications, documentation, and portal activityMaintain investor data and activity across eFront and SalesforceSupport capital calls, distributions, account updates, and investor onboardingPartner with fund accounting, treasury, data, and reporting teamsAssist with due diligence requests, audit confirmations, and recurring investor deliverablesIdentify opportunities to automate manual workflows using AI and automation toolsHelp design, test, and maintain process improvements across the investor servicing function
Ideal Background:2–5+ years of experience within private equity, fund administration, investor services, client services, or fund accountingExperience supporting private equity funds or institutional investorseFront experience requiredSalesforce experience is a major plusUnderstanding of capital calls, distributions, xzbcwsv management fees, fund structures, and investor reportingStrong systems orientation and interest in AI, automation, and workflow improvementExcellent communication, organization, and attention to detailComfortable operating in a fast-paced, high-expectation environment
This is an excellent opportunity for someone looking to join a sophisticated private equity environment, gain broad exposure across investor operations, and play a meaningful role in how technology and automation are used to modernize the investor experience.