Analyst - Investor Services
Bridge Investment Group, Salt Lake City, UT, United States
Analyst, Investor Services
As an Analyst within our Investor Services team, you work with the team to perform reviews of investor documentation, investor support and outreach, and process updates to existing investors information as part of our ongoing maintenance processes. Support the review process of investor files and assist with investor onboarding and updates. Participate in the documentation collection process from investors and investment managers. Be aware of the Tax, AML/KYC, Legal and Compliance requirements, liaise with the appropriate departments to obtain these requirements form investors and act in accordance with all policies and procedures. Deliver high-quality service to investors and internal partners by providing timely and professional communication to inquiries. Proactively follow-up with all parties involved in the account update process. Assist with other investor onboarding processes, including but not limited to data entry, document reviews, and closing procedures. Ensure compliance with all established SOC controls. What you should bring: Degree in Finance, Business, Economics, or related field preferred. Working experience in investor services, investor relations, or a related field (private equity, wealth management, financial services, fund administration, or in a legal capacity working with corporate transactions) preferred. Adept at in Microsoft Office (proficiency in Excel is essential). Knowledge of legal entity structures will be helpful. Experience reviewing and interpreting organizational documentation is a plus. Must be proactive and possess solid follow-up skills with an ability to track aged or long-term tasks. Working knowledge of Salesforce and other CRM platforms will be helpful. Highly organized with a proven ability to work under pressure and meet deadlines. Excellent relational skills. Refined written and verbal communication skills. Strong interpersonal skills. Ability to work independently, as well as, within a team. What we offer: Full insurance benefit suite including Medical Insurance, Dental Insurance, Vision Insurance, Critical Illness Insurance, Accident Insurance, Short Term Disability, Legal & Identity Theft Insurance, and Pet Insurance. Company paid Life Insurance (option to buy additional available) and Long-Term Disability. Access to benefits concierge service. Access to Mental Health & Well-Being service. 401K: Bridge Investment Group will match your contributions dollar-for-dollar, up to 6% of your pay. These contributions are fully vested immediately. Eligible employees are automatically enrolled at a 4% contribution rate. *The employee must be at least 21 years of age and have worked for the Company for at least 60 days. Paid Time Off: Employee will accrue 5.23 hours of paid time off per pay period for a total of 17 days per year. 11 Paid Holidays per year. Following six (6) months of employment at the Company, you will be eligible per birth, adoption or placement of a child for four (4) weeks of paid parental leave as the primary caregiver to the child or two weeks of paid parental leave as the secondary caregiver to the child. Following two years of employment at the Company, you will be eligible for twelve weeks of paid parental leave per birth, adoption, or placement of a child if you are the primary caregiver of the child. Tuition Reimbursement: Up to $5,000 per year of pre-approved tuition expenses will be reimbursed upon submission of approved documentation. Repayment obligations may apply if employment terminates prior to 24 months.
As an Analyst within our Investor Services team, you work with the team to perform reviews of investor documentation, investor support and outreach, and process updates to existing investors information as part of our ongoing maintenance processes. Support the review process of investor files and assist with investor onboarding and updates. Participate in the documentation collection process from investors and investment managers. Be aware of the Tax, AML/KYC, Legal and Compliance requirements, liaise with the appropriate departments to obtain these requirements form investors and act in accordance with all policies and procedures. Deliver high-quality service to investors and internal partners by providing timely and professional communication to inquiries. Proactively follow-up with all parties involved in the account update process. Assist with other investor onboarding processes, including but not limited to data entry, document reviews, and closing procedures. Ensure compliance with all established SOC controls. What you should bring: Degree in Finance, Business, Economics, or related field preferred. Working experience in investor services, investor relations, or a related field (private equity, wealth management, financial services, fund administration, or in a legal capacity working with corporate transactions) preferred. Adept at in Microsoft Office (proficiency in Excel is essential). Knowledge of legal entity structures will be helpful. Experience reviewing and interpreting organizational documentation is a plus. Must be proactive and possess solid follow-up skills with an ability to track aged or long-term tasks. Working knowledge of Salesforce and other CRM platforms will be helpful. Highly organized with a proven ability to work under pressure and meet deadlines. Excellent relational skills. Refined written and verbal communication skills. Strong interpersonal skills. Ability to work independently, as well as, within a team. What we offer: Full insurance benefit suite including Medical Insurance, Dental Insurance, Vision Insurance, Critical Illness Insurance, Accident Insurance, Short Term Disability, Legal & Identity Theft Insurance, and Pet Insurance. Company paid Life Insurance (option to buy additional available) and Long-Term Disability. Access to benefits concierge service. Access to Mental Health & Well-Being service. 401K: Bridge Investment Group will match your contributions dollar-for-dollar, up to 6% of your pay. These contributions are fully vested immediately. Eligible employees are automatically enrolled at a 4% contribution rate. *The employee must be at least 21 years of age and have worked for the Company for at least 60 days. Paid Time Off: Employee will accrue 5.23 hours of paid time off per pay period for a total of 17 days per year. 11 Paid Holidays per year. Following six (6) months of employment at the Company, you will be eligible per birth, adoption or placement of a child for four (4) weeks of paid parental leave as the primary caregiver to the child or two weeks of paid parental leave as the secondary caregiver to the child. Following two years of employment at the Company, you will be eligible for twelve weeks of paid parental leave per birth, adoption, or placement of a child if you are the primary caregiver of the child. Tuition Reimbursement: Up to $5,000 per year of pre-approved tuition expenses will be reimbursed upon submission of approved documentation. Repayment obligations may apply if employment terminates prior to 24 months.