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Investor Document Review Analyst/Associate

  • Job Number 528646
  • Type Permanent
  • Location New York, NY
  • Pay $60,000 - $85,000
  • Referral Bonus $250

Investor Document Review Analyst/Associate

Job Description:

Dynamic and highly recognized FinTech/Investment management company with over $90B in client assets invested seeks to hire an Investor Document Review Analyst or Associate for their NYC office.

This is one of the fastest growing companies in America and recognized as one of the Top 50 innovative companies for the past four years. This position will offer a base, discretionary bonus and options and a very generous benefits package.

This is an opportunity to truly make an impact with a young company that continues to grow and do great things.

Responsibilities

  • Review subscription agreements and other investor documents for completeness and accuracy, as well as compliance with regulatory requirements
  • Explain necessary remediations to bring investor documents into compliance
  • Maintain accurate investor data
  • May assist with ad hoc requests (ie - reconciliations for acquired companies)
  • Ability to communicate effectively to both internal and external partners

    Requirements:

  • Bachelor`s degree and ~0-5 years of experience required
  • Experience in client onboarding, fund administration or investor compliance reviewing investor documents is preferred but not required.
  • Familiarity with Alternative Investments a plus, but not required
  • Ability to manage time effectively meet deadlines
  • Proven ability to multi-task and work both independently and as a team player
  • Proficient in Excel