Investor Services Analyst
About the Opportunity
A leading global investment firm is seeking an Investor Services Analyst to support its interval fund platform within the wealth channel. This is a high-impact, client-facing role designed for an early-career professional with experience servicing interval funds and working with financial advisor clients. The firm offers a collaborative, team-oriented environment with exposure to alternative investment strategies, including private credit, real estate, and private equity, delivered through semi-liquid fund structures.
Position Overview
This role serves as a key point of contact for wealth clients invested in U.S. registered interval and tender offer funds. The Investor Services Analyst (Wealth / Interval Funds) will play a critical role in delivering a high-quality client experience while supporting operational workflows across the full investor lifecycle. Working cross-functionally, this individual will partner with internal teams across distribution, operations, and fund reporting to ensure timely and accurate servicing of client needs.
Key Responsibilities
- Serve as a primary contact for financial advisors and wealth clients invested in interval funds
- Coordinate investor onboarding and offboarding, including account setup and maintenance
- Manage client inquiries, RFIs, and due diligence requests in a timely manner
- Support investor servicing activities including cash flows, capital calls, and distributions
- Partner with internal teams to deliver accurate and timely client reporting
- Maintain and validate client data across internal systems
- Assist with client portal access, reporting delivery, and documentation updates
- Communicate fund-related updates and information to investors
- Collaborate with internal stakeholders to resolve client issues and improve processes
- Participate in system enhancements and operational improvement initiatives
Qualifications
- 3–5 years of relevant experience (flexible up to ~8 years) in investment management, client service, or fund operations
- Direct experience working with interval funds or tender offer funds required
- Strong understanding of interval fund structures (’40 Act funds)
- Experience supporting wealth clients, RIAs, or financial advisors
- Strong organizational skills with the ability to manage multiple priorities
- Excellent communication and relationship management skills
- Analytical mindset with strong attention to detail
- Proficiency in Excel; exposure to SQL or Python is a plus
- Bachelor’s degree required
Why This Role
- Direct exposure to a fast-growing segment of the alternatives market
- Highly collaborative and visible role with client interaction
- Strong compensation and long-term growth potential
- Opportunity to deepen expertise in interval fund structures and investor servicing
Location: Boston, MA (Hybrid)
Compensation: $150,000 – $200,000+ base + bonus + full benefits