Gen II Fund Services logo
Gen II Fund Services3 weeks ago

Senior Investor Services Analyst

$70,000–$95,000 year

Hybrid · Denver, Colorado, United States

Type
Full Time
Level
Senior Level
Education
Not Specified
Company size
Unknown

Job Summary

Senior Investor Services Analyst role within Gen II's operations team. Responsibilities include acknowledging and responding to client inquiries, reviewing onboarding and investor activity documentation, maintaining investor records across multiple systems, preparing ad-hoc and recurring reporting and notices for sponsor funds and investors, processing capital calls and distributions, and training less experienced associates while providing first-level review of deliverables. The position requires strong attention to detail, time management, and a focus on delivering excellent client service in a deadline-driven, high-volume environment; excellent communication skills and familiarity with investor portals and CRM tools are a plus. The role operates on a hybrid schedule (three days in office, two days remote) in Denver, CO, US.

Required Qualifications

  • Bachelor’s degree in Business Administration or Economics is a plus
  • 2-4 years’ experience in the financial services Industry
  • Proficiency with Microsoft 365
  • Experience with Investor Portals (Intralinks/Investment Café/Allvue/InvestorVision) a plus
  • Experience with Allvue CRM a plus
  • Private Equity or Hedge Fund Investor Services background a plus
  • Impeccable attention to details
  • Excellent verbal and written communications
Sorce

Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.

Hiring someone like this?

Get your role in front of qualified candidates on Sorce.

Get started

$70k – $95k / yr

Senior Investor Services Analyst · Gen II Fund Services

Apply on Sorce