Investor Relations Operations Associate
On-site · San Juan, San Juan, Puerto Rico
Job Summary
Investor Relations Operations Associate to process and review subscription and redemption documents, verify wire instructions, coordinate with fund administrators, maintain investor records in the firm’s CRM, and support audit/regulatory requests. Requires 2-5 years in fund operations or investor relations operations, a Bachelor’s degree in Finance/Business/Economics, proficiency with Microsoft Office, experience with CRM systems, high attention to detail, ability to manage multiple time-sensitive tasks, and knowledge or interest in blockchain/crypto. Role located in San Juan, Puerto Rico with at least three days per week in-office presence; collaboration with finance, legal, compliance, and fund administration teams; confidentiality in handling investor data.
Required Qualifications
- 2 to 5 years of experience in fund operations, investor relations operations, or related back-office role within financial services
- Bachelor’s degree in Finance, Business Administration, Economics, or related field
- Direct experience processing subscription and redemption documents, wire instructions, and capital activity in hedge fund, venture fund, or alternative investment environment
- Strong proficiency with Microsoft Office (Excel, Word, Outlook); Salesforce or similar CRM a plus
- Exceptional attention to detail and commitment to accuracy in handling financial documentation
- Ability to manage multiple time-sensitive tasks simultaneously with limited oversight
- Familiarity with fund administration workflows and AML/KYC documentation requirements preferred
- Interest in or knowledge of blockchain and cryptocurrency a plus
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