Employee Investor Services, Associate (NYC)
Alchelyst group, New York, NY, United States
Employee Investor Services, Associate (NYC)
Alchelyst is a client solutions and infrastructure partner for private markets asset managers. Purpose-built for the expanding demands and sophistication of global private markets, the firm offers a comprehensive managed service offering that can support GPs, private wealth funds and investors. Alchelyst has offices in the US, Ireland, UK, Luxembourg and India.
Key Responsibilities:
Execute end-to-end employee investor onboarding and limited partner (LP) transfer workflows, coordinating across Sales, Fund Counsel, Fund Controllers, Product teams within the anchor client and external administrators to ensure timely and accurate execution.
Manage investor data within the CRM environment, maintaining strict data governance standards to support investor relations, regulatory compliance, and operational reporting.
Review subscription documentation for completeness and compliance with fund requirements, including AML/KYC standards for alternative investment vehicles.
Partner with internal teams including Product & Technology teams to evaluate and strengthen the investor data control framework, reducing manual processes and reconciliation risk.
Develop subject matter expertise in Alchelyst's e-Subscription and Investor Portal platforms to enhance onboarding efficiency and support seamless fund-close execution.
Support high-volume fund-close periods by ensuring investors are onboarded accurately and within required timelines to facilitate capital call issuance and transaction execution.
Serve as a point of contact for investor inquiries, partnering cross-functionally to provide accurate and comprehensive responses.
Collaborate with Alchelyst's global client service teams to support a “follow-the-sun” operating model and drive consistent service delivery.
Qualifications & Experience:
3+ years of experience in financial services, with exposure to investor services, alternative investment operations, fund administration, or investor relations, including review of alternative fund subscription documents and management of AML/KYC processes.
Experience managing fund-investor data within CRM systems, with strong data governance discipline and familiarity with e-Subscription and Investor Portal platforms.
Working knowledge of Private Equity and alternative investment operating environments, including fund lifecycle events and investor servicing requirements.
Demonstrated experience partnering with Technology teams on requirement gathering, UAT testing, and system implementations aimed at strengthening controls and improving operational efficiency.
Strong analytical and problem-solving capabilities, with a track record of enhancing processes, mitigating risk, and improving data integrity.
Proven ability to operate effectively in a high-volume, deadline-driven environment with exceptional attention to detail.
Excellent communication and stakeholder management skills, including direct engagement with investors and cross-functional teams.
The base salary range for this position is $110,000 to $140,000. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed here.
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Key Responsibilities:
Execute end-to-end employee investor onboarding and limited partner (LP) transfer workflows, coordinating across Sales, Fund Counsel, Fund Controllers, Product teams within the anchor client and external administrators to ensure timely and accurate execution.
Manage investor data within the CRM environment, maintaining strict data governance standards to support investor relations, regulatory compliance, and operational reporting.
Review subscription documentation for completeness and compliance with fund requirements, including AML/KYC standards for alternative investment vehicles.
Partner with internal teams including Product & Technology teams to evaluate and strengthen the investor data control framework, reducing manual processes and reconciliation risk.
Develop subject matter expertise in Alchelyst's e-Subscription and Investor Portal platforms to enhance onboarding efficiency and support seamless fund-close execution.
Support high-volume fund-close periods by ensuring investors are onboarded accurately and within required timelines to facilitate capital call issuance and transaction execution.
Serve as a point of contact for investor inquiries, partnering cross-functionally to provide accurate and comprehensive responses.
Collaborate with Alchelyst's global client service teams to support a “follow-the-sun” operating model and drive consistent service delivery.
Qualifications & Experience:
3+ years of experience in financial services, with exposure to investor services, alternative investment operations, fund administration, or investor relations, including review of alternative fund subscription documents and management of AML/KYC processes.
Experience managing fund-investor data within CRM systems, with strong data governance discipline and familiarity with e-Subscription and Investor Portal platforms.
Working knowledge of Private Equity and alternative investment operating environments, including fund lifecycle events and investor servicing requirements.
Demonstrated experience partnering with Technology teams on requirement gathering, UAT testing, and system implementations aimed at strengthening controls and improving operational efficiency.
Strong analytical and problem-solving capabilities, with a track record of enhancing processes, mitigating risk, and improving data integrity.
Proven ability to operate effectively in a high-volume, deadline-driven environment with exceptional attention to detail.
Excellent communication and stakeholder management skills, including direct engagement with investors and cross-functional teams.
The base salary range for this position is $110,000 to $140,000. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed here.
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