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Description

Interested?

Apply today and send your resume directly via LinkedIn to JC del Rosario — I’d love to connect!

About the Role

We’re looking for an Investor Services Specialist to join a highly regarded private equity firm. This position is perfect for someone who thrives in a fast‑paced environment, can balance multiple priorities, and enjoys solving problems on the fly. You’ll provide essential support across investor operations, communications, and data management while helping drive technology initiatives and process improvements.

What You’ll Do

Investor Reporting

+ Prepare and distribute quarterly and annual reports, capital account statements, and fund financials.

Operations & Communication

+ Monitor shared inboxes, coordinate investor communications, and assist with onboarding new funds and investors.

Data & Systems

+ Maintain accurate investor data across CRM and fund accounting platforms.

+ Support system enhancements and implementations (Investorflow, Allvue, Sensr).

Cross‑Functional Collaboration

+ Partner closely with Investor Relations, Finance, and external consultants on ad hoc and strategic projects.

Compliance

+ Coordinate AML/KYC documentation and tax forms with third‑party service providers.

Continuous Improvement

+ Identify opportunities to enhance reporting templates, workflows, and investor portal experiences.

Why Join Us

+ Competitive base salary + annual bonus

+ 100% employer‑paid medical, dental, and vision

+ Generous retirement contributions and additional firm perks

+ Collaborative, hands‑on manager who values clarity, structure, and organization

+ Free meals and a supportive, team‑oriented culture

Requirements

Want to learn more?

Apply today and send your resume via LinkedIn to JC del Rosario — let’s explore whether this opportunity aligns with your next career move.

What We’re Looking For

+ Bachelor’s degree in Economics, Business, or a related field

+ 3+ years of experience in investor services or a similar function

+ Strong organizational skills with the ability to manage multiple priorities simultaneously

+ Excellent written and verbal communication skills, including professional email and virtual meeting etiquette

+ Proficiency in Excel; familiarity with CRM and fund accounting platforms

+ Ability to quickly learn new systems and contribute to process improvements

+ Experience supporting or leading system implementations is a plus

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .