Investor Services Associate I Job at Alter Domus (Carmel)

Investor Services Associate

We’re seeking an Investor Services Associate to join a highly respected private ...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Economics, Business, or a related field
3+ years of experience in investor services or a similar function
Strong organizational skills with the ability to manage multiple priorities simultaneously
Excellent written and verbal communication skills, including professional email and virtual meeting etiquette
Proficiency in Excel
familiarity with CRM and fund accounting platforms
Ability to quickly learn new systems and contribute to process improvements

Job Responsibility

Prepare and distribute quarterly and annual reports, capital account statements, and fund financials
Monitor shared inboxes, manage investor communications, and support onboarding for new funds and investors
Maintain accurate investor information across CRM and fund accounting systems
Contribute to system enhancements and new technology initiatives (Investorflow, Allvue, Sensr)
Partner with Investor Relations, Finance, and external consultants on ad hoc and strategic initiatives
Coordinate AML/KYC documentation and tax forms with third‑party administrators
Identify opportunities to streamline reporting templates, improve workflows, and enhance investor portal experiences

What we offer

Competitive base salary + annual performance bonus
100% employer‑paid medical, dental, and vision coverage
Strong retirement contributions and additional firm‑wide perks
A collaborative, supportive manager who values clarity, structure, and organization
Free meals and a positive, team‑oriented culture

Investor Services Associate

We’re hiring an Investor Services Associate to join a highly respected private e...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Economics, Business, or a related field
3+ years of experience in investor services or a comparable function
Strong organizational skills with the ability to manage multiple priorities simultaneously
Excellent written and verbal communication skills, including email and virtual‑meeting etiquette
Proficiency in Excel
familiarity with CRM systems and fund accounting platforms
Ability to quickly learn new technologies and contribute to process and workflow improvements

Job Responsibility

Prepare and distribute quarterly/annual reports, capital account statements, and fund financials
Monitor shared inboxes and manage investor communications
Support onboarding for new funds and investors
Maintain accurate investor records across CRM and fund accounting platforms
Assist with system enhancements and technology rollouts (Investorflow, Allvue, Sensr)
Work closely with Investor Relations, Finance, and external consultants on ad hoc and strategic initiatives
Coordinate AML/KYC documentation and tax form collection with third‑party administrators
Identify opportunities to streamline reporting templates, enhance workflows, and improve investor portal UX

What we offer

Competitive base salary + annual performance bonus
100% employer‑paid medical, dental, and vision coverage
Strong retirement contributions + additional firm‑wide perks
Supportive manager who values clarity, structure, and organization
Free meals and a positive, collaborative culture

Investor Reporting Associate

We are seeking a detail-oriented and experienced Investor Reporting Associate to...

Location

Salary:

26.56 - 35.93 USD / Hour

Valon Mortgage

Expiration Date

Until further notice

Requirements

1 year of Investor Reporting experience within mortgage servicing
Proven experience working with Fannie Mae, Freddie Mac, Ginnie Mae, and private investors
Strong understanding of remittance types and loan amortization
General understanding of mortgage servicing operations and department functions
Proficiency in Excel (vlookup, pivot tables, sum functions) and basic use of Gmail and Google Workspace
Excellent critical thinking and problem-solving skills
Excellent collaboration and communication skills
Bachelor's Degree (preferably in Finance or Accounting or STEM) -or- 2-3 years of experience in an accounting or finance role preferred
Must be available to collaborate and communicate in regularly held in-person meetings
Minimum education requirement: High school diploma or GED equivalent required

Job Responsibility

Report loan activity records accurately and on time to Investors
Perform monthly reconciliations in accordance with investor requirements
Maintain remittance schedules and ensure the timely delivery of funds
Apply amortization schedules to loan data for proper reporting
Collaborate with internal departments and understand the impact of servicing events on reporting
Utilize internally developed systems and tools in order to perform root cause analysis
Use Excel (including VLOOKUPs, pivot tables, and basic formulas) and Google Workspace tools to manage reporting data
Other duties as assigned

What we offer

Competitive salary and 401k plan
comprehensive medical, dental, & vision benefits
Company-wide orientation for you to successfully onboard and other learning & development opportunities, including regular review cycles that feature 360-degree feedback
flexible paid time off, sick days, and 11 company holidays
12 weeks off for both birthing and non-birthing parents - fully paid

Fulltime

Client Services Associate

Our client is seeking a highly professional Client Services Associate to work as...

Location

United States , New York

Salary:

70000.00 - 90000.00 USD / Year

Solomon Page

Expiration Date

Until further notice

Requirements

Bachelor’s Degree preferred
4 years working experience preferably working in financial services, investment management, investment banking, private equity or other professional setting
Experience with Fresh Desk or other relevant ticketing system
Strong sense of ownership and pride in work, firm, and culture
Highly organized, detailed oriented, quick learner and strong experience working in CRM and Outlook software
Positive attitude towards work and team
Exceptional communication skills, both written and verbal
Exceptional focus on client services and interpersonal relationship building
Ability to time manage and think critically about priorities given competing deadlines
Ability to work independently

Job Responsibility

Manage the execution of subscription agreements, capital call notifications, transfer documentation
Facilitate collection and verification of required investor documents
Coordinate with Financial Operations Team and Legal and Compliance Team to ensure timely and accurate transaction processing
Deliver unparalleled client service with emphasis on warmth, professional, and timely communication via phone and email
Address investor inquiries via email or phone
Address investor concerns and feedback, providing clear explanations in a professional manner
Gather relevant information from internal teams to efficiently resolve investor issues
Track all investor documents and transactions in a secure and organized manner
Participate in investor events and specific meetings to strengthen existing relationships and develop new ones
Proactively communicate information and updates to investors to keep them informed and engaged

What we offer

medical
dental
401(k)
direct deposit
commuter benefits

Fulltime

Client Services Associate

Our client is seeking a highly professional Client Services Associate to work as...

Location

United States , Tampa

Salary:

70000.00 - 90000.00 USD / Year

Solomon Page

Expiration Date

Until further notice

Requirements

Bachelor’s Degree preferred
4 years working experience preferably working in financial services, investment management, investment banking, private equity or other professional setting
Experience with Fresh Desk or other relevant ticketing system
Strong sense of ownership and pride in work, firm, and culture
Highly organized, detailed oriented, quick learner and strong experience working in CRM and Outlook software
Positive attitude towards work and team
Exceptional communication skills, both written and verbal
Exceptional focus on client services and interpersonal relationship building
Ability to time manage and think critically about priorities given competing deadlines
Ability to work independently

Job Responsibility

Manage the execution of subscription agreements, capital call notifications, transfer documentation
Facilitate collection and verification of required investor documents
Coordinate with Financial Operations Team and Legal and Compliance Team to ensure timely and accurate transaction processing
Deliver unparalleled client service with emphasis on warmth, professional, and timely communication via phone and email
Address investor inquiries via email or phone
Address investor concerns and feedback, providing clear explanations in a professional manner
Gather relevant information from internal teams to efficiently resolve investor issues
Track all investor documents and transactions in a secure and organized manner
Participate in investor events and specific meetings to strengthen existing relationships and develop new ones
Proactively communicate information and updates to investors to keep them informed and engaged

What we offer

medical
dental
401(k)
direct deposit
commuter benefits

Fulltime

Analyst/associate client services

The Alternatives Client Services (ACS) team provides comprehensive support for B...

Location

United States , Princeton

Salary:

76000.00 - 90000.00 USD / Year

BlackRock Investments

Expiration Date

March 27, 2026

Requirements

Associate Role: 3-5 years of experience, with a strong focus on overseeing product pipelines and managing end-to-end investor onboarding processes
Analyst Role: 1-3 years of experience, emphasizing risk management of critical operational processes and investor servicing
Financial services or investment management experience preferred, particularly exposure to private placements, financial securities, and limited offerings
Basic knowledge of open- and closed-end fund operations and structures
Strong understanding of business operations, financial principles, and legal frameworks related to investment products and services
Proven experience in a client-facing role, with the ability to handle inquiries and build trusted relationships
Exceptional organizational skills, with the ability to manage competing priorities in a dynamic environment
Excellent verbal and written communication skills, with a keen attention to detail and strong follow-through
Adaptable, resilient, and able to respond quickly to shifting business needs
Self-driven, collaborative, and effective in working with both internal and external stakeholders

Job Responsibility

Coordinate client onboarding, fund launches, and trade activity, partnering with Transfer Agents (TAs) to manage account setup and maintain accurate investor data
Build and maintain detailed client profiles, developing an investor attribute framework to enhance servicing and data management
Provide a streamlined global onboarding experience, managing the pipeline from pre-win through close, communicating status updates, and escalating issues as needed
Oversee document review processes in collaboration with BlackRock Legal and external counsel, ensuring efficient tracking and implementation of updates
Facilitate cash flow processes, coordinating subscriptions, redemptions, and product updates with clients and portfolio managers
Maintain governance and quality control of third-party service providers, promoting transparency and adherence to global standards
Develop strong internal partnerships to anticipate product pipeline changes and evolving business requirements
Deliver accurate and timely investor and fund reports, including account statements, capital calls, distributions, Schedule K-1s, and fund updates
Serve as a central point of contact for client and stakeholder inquiries, researching requests and coordinating accurate responses
Manage investor change requests, such as wire instructions and contact updates, ensuring proper authorization and accurate system updates

What we offer

Annual discretionary bonus
Healthcare
Leave benefits
Retirement benefits
Strong retirement plan
Tuition reimbursement
Comprehensive healthcare
Support for working parents
Flexible Time Off (FTO)

Fulltime

Office Manager

Location

United States , Maui

Salary:

Not provided

Architectural Design & Construction, Inc.

Expiration Date

Until further notice

Requirements

Report to the Administration Manager
Work with all Managers and Employees of ADC and NAI in any way to achieve the goals and vision of the Company
Support staff to Architects, Construction, and Administration with all daily operations and clerical functions
Protect information that is confidential and proprietary
Assist all Managers and Employees in facilitating confidential business matters
Protect the financial interests and integrity of the Owner, Company, employees, investors, and associates
Adhere to all professional, municipal, and Company policies, requirements, and procedures
Proactively provide outstanding customer service to all
Conduct all Company business in a way that conveys ADC’s ethics and integrity
and builds a relationship of trust and respect

Financial Crime Associate

We are seeking a Financial Crime Associate to join BlackRock’s U.S. Financial Cr...

Location

United States , Wilmington; Washington; New York

Salary:

85000.00 - 137500.00 USD / Year

BlackRock Investments

Expiration Date

March 12, 2026

Requirements

2–4 years of experience in financial crime compliance or risk management within a regulated financial services environment, preferably with exposure to digital assets or blockchain-based products
Working knowledge of U.S. financial crime regulatory requirements, including AML, sanctions (e.g., OFAC), anti-bribery and corruption (e.g., Foreign Corrupt Practices Act), and fraud frameworks
Familiarity with institutional investment structures and service providers such as funds, transfer agents, custodians, and broker-dealer environments
Experience conducting CDD and EDD on institutional investors, counterparties, and service providers
Ability to analyze data, prepare MI reports, and develop clear reporting for senior stakeholders and governance committees
Strong governance, analytical, and document management skills, with attention to detail and accuracy
Excellent communication skills, sound judgment, and a proactive approach to identifying areas for process improvement and control enhancement
Highly organized, self-motivated, and able to prioritize workloads effectively to meet deadlines

Job Responsibility

Support the development and implementation of financial crime compliance controls for cash funds, digital asset products, and tokenized structures
Conduct customer due diligence (CDD) and enhanced due diligence (EDD) on institutional investors, counterparties, and service providers, including transfer agents and administrators
Review and investigate escalations related to anti-money laundering (AML), sanctions, and fraud risks, ensuring timely resolution and documentation
Assist in maintaining and updating risk assessments for high-risk investors and counterparties, incorporating emerging digital asset typologies
Monitor transactions and perform investigative reviews to identify potential financial crime risks associated with blockchain-based products
Contribute to the design and enhancement of procedures for onboarding and ongoing monitoring of digital asset-related relationships
Prepare Management Information (MI) reports and support the escalation of Suspicious Activity Reports (SARs) to senior compliance officers
Stay informed on U.S. regulatory developments, including guidance from the Financial Crimes Enforcement Network (FinCEN), the Office of Foreign Assets Control (OFAC), the Securities and Exchange Commission (SEC), and upcoming legislation such as the GENIUS Act
Collaborate with internal teams and external partners to ensure adherence to firmwide compliance standards and regulatory expectations
Support internal audits, regulatory examinations, and testing activities related to financial crime controls for digital assets

What we offer

Annual discretionary bonus
Healthcare
Leave benefits
Retirement benefits
Strong retirement plan
Tuition reimbursement
Comprehensive healthcare
Support for working parents
Flexible Time Off (FTO)

Fulltime

Investor Services Associate I

Alter Domus

Location:
United States , Carmel ▼
Salt Lake City

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
December 28, 2025

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Investor Services Associate I

Alter Domus

Location:United States , Carmel ▼Salt Lake City

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:December 28, 2025

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