Investor Relations Representative – Private Equity / Alternatives

Overview

We are seeking an experienced Investor Relations Representative to support our growing private equity and alternative investments platform. This role will serve as a key point of contact for investors, delivering high-quality service across the full lifecycle of fund activity, including onboarding, capital events, reporting, and ongoing relationship management.

The ideal candidate brings approximately 5 years of experience in investor services, fund administration, or transfer agency, with a strong understanding of private markets operations and investor expectations.

Key Responsibilities

• Manage the investor onboarding process end-to-end, ensuring compliance with internal policies and regulatory requirements
• Act as a primary contact for investors, responding to inquiries related to capital calls, distributions, fund performance, and account activity
• Ensure a high standard of responsiveness, accuracy, and professionalism in all communications
• Coordinate and process capital calls and distribution notices
• Support subscription, redemption (if applicable), and transfer activities
• Liaise with compliance teams to resolve KYC/AML issues and ensure timely account activation
• Distribute investor communications, including capital call notices, distribution notices, financial statements, and quarterly reports
• Assist in preparing client-facing materials and responding to ad hoc reporting requests
• Maintain accurate investor records in transfer agency or CRM systems
• Reconcile investor data and support periodic audits or internal reviews
• Identify opportunities to enhance processes, improve communication, and reduce operational risk
• Ensure adherence to SLAs, internal controls, and regulatory standards