Location:
New York, NY Employment Type:
Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation
(varies by employer) About This Posting
This job description represents a
sample Investor Services Specialist position
commonly found through the
Career Launch AI Talent Network . It is intended to help job seekers understand the responsibilities and qualifications typically associated with roles that focus on
investor support, client operations, and service management . Actual openings may vary based on investor type (institutional, private, or retail), fund structure, and asset class focus. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview
Investor Services Specialists provide
operational and client support
to investor relations and portfolio teams. This role ensures that investors receive timely and accurate information, resolves inquiries efficiently, and supports the operational processes that underpin capital management and investor satisfaction. The position involves
collaboration with investor relations, portfolio managers, operations, and compliance teams , requiring both strong analytical skills and client-focused communication. Key Responsibilities
Serve as a primary point of contact for investor inquiries and service requests Assist investors with account information, reporting, and documentation Prepare and distribute investor statements, fund performance reports, and capital activity updates Coordinate with portfolio and operations teams to resolve investor-related issues Support onboarding of new investors and maintenance of investor records Monitor and track investor communications, requests, and resolutions Identify process improvements to enhance investor experience and operational efficiency Prepare ad-hoc reports, dashboards, and summaries for internal teams and leadership Preferred Qualifications
Bachelor’s degree in Finance, Economics, Business, or a related field Strong understanding of investment products, fund operations, or financial markets Experience in client service, investor relations, or fund operations is preferred Proficiency in Excel, PowerPoint, and other reporting/analytics tools Strong organizational skills with the ability to manage multiple investor requests simultaneously Excellent written and verbal communication skills, with a focus on clarity and accuracy Detail-oriented and process-driven Interest in investor relations, capital management, and service excellence About the Career Launch AI Talent Network
The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching for investor services, operations, and client support roles Resume and profile optimization for investor-focused positions Guidance on outreach to investors, portfolio teams, and client relations groups Interview preparation for operational, client service, and analytics assessments To learn more or express interest in investor services roles, visit: https://www.careerlaunch.ai/
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New York, NY Employment Type:
Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation
(varies by employer) About This Posting
This job description represents a
sample Investor Services Specialist position
commonly found through the
Career Launch AI Talent Network . It is intended to help job seekers understand the responsibilities and qualifications typically associated with roles that focus on
investor support, client operations, and service management . Actual openings may vary based on investor type (institutional, private, or retail), fund structure, and asset class focus. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview
Investor Services Specialists provide
operational and client support
to investor relations and portfolio teams. This role ensures that investors receive timely and accurate information, resolves inquiries efficiently, and supports the operational processes that underpin capital management and investor satisfaction. The position involves
collaboration with investor relations, portfolio managers, operations, and compliance teams , requiring both strong analytical skills and client-focused communication. Key Responsibilities
Serve as a primary point of contact for investor inquiries and service requests Assist investors with account information, reporting, and documentation Prepare and distribute investor statements, fund performance reports, and capital activity updates Coordinate with portfolio and operations teams to resolve investor-related issues Support onboarding of new investors and maintenance of investor records Monitor and track investor communications, requests, and resolutions Identify process improvements to enhance investor experience and operational efficiency Prepare ad-hoc reports, dashboards, and summaries for internal teams and leadership Preferred Qualifications
Bachelor’s degree in Finance, Economics, Business, or a related field Strong understanding of investment products, fund operations, or financial markets Experience in client service, investor relations, or fund operations is preferred Proficiency in Excel, PowerPoint, and other reporting/analytics tools Strong organizational skills with the ability to manage multiple investor requests simultaneously Excellent written and verbal communication skills, with a focus on clarity and accuracy Detail-oriented and process-driven Interest in investor relations, capital management, and service excellence About the Career Launch AI Talent Network
The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching for investor services, operations, and client support roles Resume and profile optimization for investor-focused positions Guidance on outreach to investors, portfolio teams, and client relations groups Interview preparation for operational, client service, and analytics assessments To learn more or express interest in investor services roles, visit: https://www.careerlaunch.ai/
#J-18808-Ljbffr