Investor Servicing Associate

The Role

This is an exciting opportunity to join a leading global private markets investment platform within its Investor Relations team.

Working alongside Finance, Tax, Compliance and investment professionals, you will play a central role in supporting fundraising, investor servicing and due diligence activities across multiple alternative investment strategies. The team acts as the hub for investor information requests, helping ensure institutional investors receive accurate, timely and consistent responses throughout the fundraising and ownership lifecycle.

The role offers broad exposure across private equity, private credit and other alternative asset classes, with significant interaction across the business and opportunities to take ownership of high-profile projects.

This is an excellent opportunity for someone looking to build a long-term career within Investor Relations Operations, Investor Services or Fundraising Support while developing deep knowledge of the private markets industry.

The Candidate

Role Responsibilities:

• Drafting and maintaining DDQ responses, RFIs and investor questionnaires
• Supporting fundraising and due diligence processes for prospective and existing investors
• Managing and updating central information repositories, response libraries and investor content databases
• Coordinating information gathering across Investor Relations, Finance, Tax, HR, Compliance and investment teams
• Producing and reviewing investor-facing materials to ensure consistency and accuracy
• Responding to ongoing investor information requests and ad hoc enquiries
• Monitoring project timelines and managing multiple concurrent workstreams
• Supporting investor reporting and broader investor servicing activities
• Identifying opportunities to improve workflows, processes and information management practices
• Leveraging AI and automation tools to enhance efficiency and streamline information management processes

Requirements:

• 2-5 years of experience within Investor Relations, Investor Reporting, DDQ/RFP Management, Client Reporting, Investor Services, Asset Management or a related function
• Exposure to financial services, asset management, alternatives or professional services environments
• Strong written communication skills and exceptional attention to detail
• Experience coordinating multiple stakeholders and managing competing priorities
• Strong project management and organisational abilities
• Experience preparing, reviewing or maintaining investor-facing documentation
• A process-oriented mindset with a genuine interest in operational improvement
• Comfortable working with large volumes of information and ensuring consistency across deliverables
• Interest in AI, automation and technology-enabled workflow improvements
• Strong interpersonal skills and the ability to build relationships across different teams and functions

This opportunity is ideal for someone who enjoys combining project management, stakeholder coordination, information management and investor communications within a highly respected private markets platform.