Investor Services - Senior Analyst at Petra Funds Group · United States · Joined
PG
Investor Services - Senior Analyst
Petra Funds Group · United States · Just now · 0 applicants
NewRemoteFull-timeMiddle
Pay
$82k–$123kListed
Workplace
Remote
Job type
Full-time
Level
Middle
Team: Investor Services · Source: jobright · Posted by joined-scrapper
About the role
Manages investor requests, communications, records, and transactions while supporting investor onboarding and improving servicing processes for private equity and debt funds.
What you’ll do
Manage investor requests, communications, records, and transactions
Support investor onboarding
Improve investor servicing processes
Manage mailbox assignments and track tasks to ensure timely resolution
Handle audit confirmations and account updates with accuracy
Follow up with team and escalate issues to managers
What you’ll need
At least 2 years of experience in Private Equity, Investment Banking or similar
Highly organized to manage tasks and ensure accuracy
Strong communication skills for team follow-up and issue escalation
Proficiency in Microsoft Office Suite
Able to work independently without constant supervision
Original job description
Petra Funds Group provides fund administration and infrastructure services to private equity and debt funds. The Investor Services Senior Analyst manages investor requests, communications, records, and transactions while supporting investor onboarding and improvements to servicing processes.At least 2 years of experience in Private Equity, Investment…