Analyst - Investor Services
Bridge Investment Group, Sandy, UT, United States
Responsibilities
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 from 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
Qualifications
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
Benefits
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.
We acknowledge and appreciate the uniqueness of each individual, understanding that our people are the key to our success. We are committed to fostering an inclusive environment where everyone feels respected and valued. Our dedication extends beyond our business goals to making a positive impact in our communities and upholding Sustainability and Responsibility (S&R) principles at our properties and corporate locations. We evaluate all candidates based on merit, without any discrimination based on race, color, religion, sex, age, disability, sexual orientation, national origin or any other category protected by law. As an equal opportunity employer, we are devoted to creating an inclusive hiring process and actively work to eliminate barriers and provide reasonable accommodations to qualified individuals with disabilities.
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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 from 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
Qualifications
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
Benefits
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.
We acknowledge and appreciate the uniqueness of each individual, understanding that our people are the key to our success. We are committed to fostering an inclusive environment where everyone feels respected and valued. Our dedication extends beyond our business goals to making a positive impact in our communities and upholding Sustainability and Responsibility (S&R) principles at our properties and corporate locations. We evaluate all candidates based on merit, without any discrimination based on race, color, religion, sex, age, disability, sexual orientation, national origin or any other category protected by law. As an equal opportunity employer, we are devoted to creating an inclusive hiring process and actively work to eliminate barriers and provide reasonable accommodations to qualified individuals with disabilities.
#J-18808-Ljbffr