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Description

Interested?

If this opportunity feels like a strong fit, apply today and send your resume directly via LinkedIn to JC del Rosario — I’d be excited to connect and share more.

About the Role

We’re seeking an Investor Services Specialist to join a highly respected private equity firm. This role is ideal for someone who thrives in a fast‑moving environment, enjoys juggling multiple priorities, and excels at solving problems in real time. You’ll play a key role across investor operations, communications, data management, and technology initiatives—helping streamline processes and enhance the investor experience.

What You’ll Do

Investor Reporting

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

Operations & Communication

+ Monitor shared inboxes and coordinate investor communications

+ Support onboarding for new funds and investors

Data & Systems

+ Maintain accurate investor records across CRM and fund accounting systems

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

Cross‑Functional Collaboration

+ Partner with Investor Relations, Finance, and external consultants on strategic and ad hoc initiatives

Compliance

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

Continuous Improvement

+ Identify opportunities to enhance reporting templates, workflows, and the investor portal experience

Why Join Us

+ Competitive base salary + annual bonus

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

+ Generous retirement contributions and additional firm‑wide perks

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

+ Complimentary meals and a supportive, team‑oriented culture

Requirements

Want to Learn More?

If this role sounds like a strong fit for your background, apply today and send your resume via LinkedIn to JC del Rosario — let’s connect and determine whether this opportunity is the right next step in your career.

What We’re Looking For

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

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

+ Strong organizational skills and the ability to manage multiple priorities in a fast‑paced environment

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

+ Proficiency in Excel, with familiarity in CRM and fund accounting systems

+ Ability to quickly learn new software and contribute to process enhancements

+ 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) .