Investor Services Associate
Investor Services Associate - Investment Firm | Los Angeles, CA (Hybrid)
Industry: Investment Management | Team: Investor Relations & Operations | Experience Level: 2-7 Years
A leading investment firm headquartered in Los Angeles is seeking a detail-oriented and client-focused Investor Services Associate to join its growing team. This role is essential to ensuring a seamless investor experience, from onboarding through ongoing account maintenance.
Key Responsibilities:
- Manage investor onboarding, including subscriptions, redemptions, and account setup
- Conduct and oversee KYC/AML checks in compliance with regulatory standards
- Process and track account updates and changes to investor profiles
- Maintain accurate and up-to-date investor documentation and records
- Collaborate cross-functionally with legal, compliance, and operations teams to support investor needs
Ideal Candidate Profile:
- 2-7 years of experience in investor services, fund operations, or client onboarding within financial services
- Strong understanding of KYC/AML, fund subscription/redemption processes, and investor documentation
- Excellent organizational skills and attention to detail
- Strong communication skills and a client-first mindset
- Ability to work independently and collaboratively in a fast-paced environment
Why Join?
- Be part of a high-performing team at a respected investment firm
- Enjoy a hybrid work model with flexibility and in-office collaboration
- Gain exposure to a wide range of investment products and client types
- Competitive compensation and benefits package
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