Investor Services - Senior Associate

 

What You Will Do:
The Investor Services Associate will be responsible for managing client and investor requests.  The ideal candidate must demonstrate strong attention to detail, organization, initiative, ability to multi-task, time management, and have experience with different CRM systems.

 

Key Responsibilities:

• Serve as the primary contact for investor inquiries through a dedicated investor servicing inbox, providing accurate and timely responses.
• Ensure timely and accurate posting of investor documents to the investor portal, maintaining confidentiality and compliance with regulatory requirements.
• Work with the team to manage the CRM (salesforce) and investor portal (eFront) to track and monitor investor activities, as well as keep data accurate and up to date.
• Assist in the processing of capital calls, distributions, and other transactions, ensuring accuracy and adherence to timelines.
• Help ensure all investor communications and data adhere to internal policy and procedures.
• Collaborate with broader finance teams to ensure a seamless investor experience, including working with treasury, fund accounting, data & reporting and other broader teams.
• Support onboarding of new investors and any evolutions of investor servicing processes.
• Support completion and delivery of investor DDQs.

 

What You’ll Need:

• At least 1 year of operational or financial service experience in the fund accounting industry
• Previous experience in Private Equity is preferred
• Proficient in Microsoft Word, Excel, Adobe Acrobat, Outlook, PowerPoint, and CRM applications
• Previous experience with tech implementations
• Ability to think from a process improvement perspective
• Strong attention to detail with good time management, the ability to multi-task, analytical skills, and organization
• Ability to efficiently communicate through oral and written communication
• Ability to work in a dynamic environment and adapt to changing priorities

 

 

Salary Range
At Petra Funds Group, we are committed to transparency and equity in our hiring practices. The compensation range for this position is $82,000 - $123,000 per year. This range represents the base salary only. Actual pay will depend on factors such as qualifications, experience, and skills.

 

How We Care 

We believe people do their best work when they feel supported — personally and professionally. That’s why we offer a comprehensive benefits package that reflects our commitment to your well-being. Our perks include: 

• 90% covered medical, dental, and vision insurance premiums to help you stay healthy without financial strain. 

• Fully funded Health Savings Account (HSA) employer contributions up to the IRS maximum — available to employees enrolled in our high-deductible health plan. * 

• 401(k) employer match at 100% of your contributions up to 5% of compensation, with immediate vesting, so you start building long-term savings right away. 

• Flexible paid time off to recharge, travel, or take care of what matters most. 

• Generous holiday calendar to ensure you have time to rest, reflect, and celebrate throughout the year.  

• Hybrid work environment that offers flexibility and supports work-life balance. 

• Certified Great Place to Work®, based on direct employee feedback about our culture, trust, and workplace experience. 

*Funded amount is prorated for new hires. 

 

What We’re Proud Of 

We’re proud of many milestones, but we’re especially honored by the recognition we’ve received for our workplace experience: 

• Certified Great Place to Work®, based on direct feedback from our employees about trust and overall culture. 
• Fortune Best Medium Workplaces™ and Best Financial Services & Insurance Workplaces™, highlighting our commitment to building an environment where people thrive.