Investor Services Associate

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Job Identification Number: 66

Location: Westport, CT

Job Type: Direct Hire

Job Category: Financial Services

Qualified candidates, please attach resume when applying.


Our client, a leading hedge fund, is seeking an Investor Services Associate in their Connecticut office. The ideal candidate will be motivated, agile, and results driven.

Primary Responsibilities:

  • Ensure accurate accounting books and records and associated reporting
  • Liaise and collaborate with internal departments to ensure compliance with ongoing regulatory requirements
  • Produce various internal and external reporting (client, regulatory, risk & control and management metrics)
  • Act as liaison between external clients and internal departments for queries and on various projects and initiatives
  • Identify problems and inefficiencies with various process and develop and implement solutions


Qualifications and Requirements:

  • Bachelor’s degree, demonstrating a strong academic record from a competitive school
  • 2+ years of relevant experience in Investor Services, in a financial services or legal setting
  • Strong skills in relevant software applications, particularly Excel, SharePoint, PowerPoint. Data manipulation and coding skills are also valuable
  • Strong sense of personal responsibility, ownership mentality, reliability, results-orientation
  • Process oriented (ability to both follow and streamline processes)