We are seeking an experienced Investor Services Specialist with a strong background in client-facing financial services, specifically supporting hedge funds, private equity funds, or mutual funds. The ideal candidate will have hands-on experience in investor relations, transfer agency operations, and end-to-end account servicing. This role requires excellent communication skills, robust attention to detail, and the ability to manage complex investor transactions while ensuring a high standard of service delivery.
Key Responsibilities
- Serve as the primary point of contact for investors, addressing queries and delivering high-quality service.
- Manage investor relations and strengthen client relationships through effective communication and support.
- Handle end-to-end investor account opening and onboarding with accuracy and efficiency.
- Execute transaction processing including subscriptions, redemptions, transfers, and switches.
- Support transfer agency activities and maintain accurate investor records.
- Prepare reports, statements, and documentation required for investor servicing.
- Manage client-facing interactions across hedge funds, private equity funds, mutual funds, or other asset classes.
- Assist in resolving investor issues, ensuring compliance with operational standards and regulatory requirements.
Must-Have Experience
- Investor Relations
- Transfer Agency operations
- Investor Servicing for Hedge Funds / Private Equity Funds / Mutual Funds
- Strong client handling and client-facing interaction experience
Additional Preferred Experience
- Investor servicing across other asset classes (mention type and years of experience)
- Report writing and documentation management
- Hands-on experience in end-to-end account opening and transaction processing
Skills
- Investor Relations
- Client Handling & Communication
📌 Investor Services (Bengaluru)
🏢 Important Company of the Sector
📍 Bengaluru
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