CFGI · 3 months ago
Investor Services - Consultant
United States
Full-time
Remote
New Grad, Entry LevelCFGI is seeking a consultant to join their Asset Management team with a focus on Investor Services. The role involves supporting private equity clients through investor onboarding and ongoing account management processes, requiring strong project management and multitasking skills.
AccountingConsultingFinancial Services
Responsibilities
Coordinating with internal and external stakeholders to onboard investor information into client systems. This includes reviewing investor documents to ensure all vital information has been provided
Entering key information from Subscription documents and Side Letters into the system; ensuring accuracy prior to submission for approvals through completion
Organizing and maintaining thorough records for team and updating status trackers; uploading documents as needed to secure, internal databases
Maintaining confidentiality of all sensitive and confidential issues; assisting in a wide variety of projects as reasonably assigned
Uploading diligence materials, capital calls, distribution notices, quarterly reporting and annual reporting for publication to investor website. Managing all steps to completion of posting
Corresponding directly with internal and external stakeholders regarding document details: timing of document distribution, errors within the documents, and overall presentation to ensure quality and consistency of service provided to the investors
Updating investor contact information and managing access rights to investor reporting website; responding to investor requests as appropriate
Monitoring and tracking investor requests. Liaising internally as needed to source information required to ensure responses provided are accurate and complete, and responded to within the time allotted
Qualification
Required
Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams
Entrepreneurial nature, self-motivated, ethical, and dependable
Effective analytical and critical thinking abilities
High energy with commitment to quality client service
Strong research/data mining skills
Effective time management skills, ability to meet deadlines and project manage
High integrity and must be able to maintain confidentiality of sensitive and proprietary information
Advanced PC skills and excellent Microsoft Office skills
Intermediate level Excel skills
Preferred
Bachelor's Degree preferred
Familiarity with SharePoint, Salesforce, or another CRM systems a plus
Company
CFGI
CFGI is a corporate finance and financial consulting firm that specializes in complex accounting, reporting, tax, and compliance issues.
Founded in 2000
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
The Carlyle Group
2021-09-15Acquired
2018-03-01Private Equity
Leadership Team
Nicholas J. Nardone
Co-CEO
Steven M Michienzi
Chief Financial Officer
Recent News
Research and Markets
2025-09-02
Computer Weekly
2025-07-10
Company data provided by crunchbase