Investor Relations Specialist

Key Responsibilities: Oversee fund administrator investor relations activities, including review and validation of investor statements for accuracy and completeness Process and reconcile investor transactions, including subscriptions and redemptions, ensuring proper documentation and timely execution of capital activity Support month-end and quarterly close processes by reviewing statements, wire confirmations, asset summaries, and related reporting materials Maintain investor account data within CRM systems and ensure accuracy of investor records and reporting outputs Manage and maintain the investor portal/website, including content updates, user access setup, and troubleshooting investor issues Assist with regulatory reporting requirements and related documentation Support ad hoc and project-based initiatives including compliance projects, fund launches/restructures, and enhancements to investor reporting Required Qualifications: Bachelor’s degree in Business, Finance, Economics, or a quantitative discipline with strong academic performance 3–5 years of relevant experience in investor relations, fund administration, fund operations, or a related financial services role Advanced proficiency in Excel and strong overall computer literacy Strong written and verbal communication skills Exceptional attention to detail and accuracy in a data-intensive environment Ability to manage multiple priorities in a fast-paced, deadline-driven setting Strong organizational and analytical thinking skills Ability to work independently while contributing effectively within a team Preferred / Additional Requirements: Series 3 license (or willingness to obtain; firm will sponsor) Experience working with investor portals, CRM systems, or fund accounting platforms Exposure to alternative investments, hedge funds, or quantitative strategies is a plus