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Investor Services Associate
Kaufman Rossin. Coordinate investor onboarding, including collection, review, and maintenance of subscription documents and investor information .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investor onboarding processes, including AML and KYC compliance, while maintaining organized investor records and delivering high-quality client service. Proficient in fund administration and familiar with alternative investment funds, ensuring accurate and timely processing of transactions and reporting.
Highest-signal resume keywords
Investor OnboardingAML/KYC ComplianceFund AdministrationMicrosoft Office ProficiencyAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Fund AdministrationInvestor ServicesTransaction Documentation ReviewReconciliationData ManagementSubscription ProcessingCapital CallsDistributionsDue DiligenceRegulatory Requirements
Soft Skills
Strong Communication SkillsOrganizational SkillsClient-Focused MindsetAnalytical SkillsProactive Approach
Tools & Technologies
Fund Administration SystemsCRM PlatformsInvestor PortalsMicrosoft OutlookMicrosoft WordMicrosoft Excel
Industry Keywords
Alternative Investment FundsPrivate EquityHedge FundsPrivate CreditInvestor Transactions
About the role
Key responsibilities & impact- Coordinate investor onboarding, including collection, review, and maintenance of subscription documents and investor information
- Assist with AML, KYC, and other investor due diligence requirements
- Monitor outstanding documentation and follow up to complete onboarding requirements accurately and timely
- Maintain complete, organized, and current investor records
- Assist with processing subscriptions, redemptions, transfers, capital calls, and distributions
- Review transaction documentation, monitor cash activity, reconcile records, and resolve discrepancies
- Communicate with clients, investors, and colleagues via email and phone
- Handle confidential information, respond to inquiries, and escalate issues as appropriate
- Assist with periodic investor reporting, fund deliverables, reconciliations, and audit requests
- Ensure accurate and timely delivery of investor data and fund-related deliverables
- Collaborate with Fund Accounting and internal teams to deliver high-quality client service
- Develop knowledge of fund structures, governing documents, investor servicing procedures, and regulatory requirements
- Participate in team training and process improvement initiatives
Requirements
What you’ll need- Bachelor’s degree in Business Administration, Management, Finance, Economics, or a related field is preferred
- 3–5 years of relevant experience in fund administration, investor services, financial services, or a related field is preferred
- Candidates with limited or no direct Investor Services experience may be considered if they demonstrate strong analytical skills, attention to detail, a client-focused mindset, and a willingness to learn
- Proficiency in Microsoft Office, particularly Outlook, Word, and Excel is a must
- Strong organizational skills and exceptional attention to detail, with the ability to manage priorities and meet deadlines
- Strong communication skills and a commitment to accuracy, responsiveness, and exceptional client service
- An organized, analytical, and proactive approach, with a willingness to learn and contribute to a collaborative team
- Familiarity with alternative investment funds, including private equity, hedge funds, private credit, or other private funds, is preferred
- Understanding of investor onboarding, subscription documentation, AML/KYC requirements, and investor transactions is an advantage
- Experience with fund administration systems, CRM platforms, or investor portals is a plus
Benefits
Comp & perks- Equal opportunity employer
- Commitment to a diverse, inclusive culture reflecting the diversity of the firm and clients
- Culture of authenticity, understanding, acceptance, and celebration of differences